+962.4%
RKLB vs UNP
+46.5%
+915.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.7% |
| 7D | +5.3% | -0.7% | +6.1% | +5.7% |
| 30D | -20.5% | -1.1% | -19.3% | -20.1% |
| 3M | -42.0% | +7.9% | -49.9% | -45.3% |
| 6M | -6.0% | +14.6% | -20.7% | -15.0% |
| YTD | -5.6% | +26.6% | -32.2% | -20.8% |
| 1Y | +38.0% | +35.6% | +2.4% | +9.4% |
| 3Y | +962.4% | +45.5% | +916.9% | +655.1% |
| All | +962.4% | +46.5% | +915.9% | +655.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded UNP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling