+1,321.0%
RKLB vs UNP
+53.1%
+1,268.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.7% |
| 7D | +15.9% | +4.2% | +11.7% | +13.9% |
| 30D | +4.0% | +5.6% | -1.6% | +1.3% |
| 3M | -23.2% | +2.0% | -25.2% | -24.1% |
| 6M | -50.4% | +15.4% | -65.8% | -55.0% |
| YTD | -11.8% | +32.7% | -44.5% | -27.9% |
| 1Y | +36.0% | +39.4% | -3.5% | +6.9% |
| 3Y | +1,321.0% | +54.3% | +1,266.7% | +920.4% |
| All | +1,321.0% | +53.1% | +1,268.0% | +920.4% |
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