+559.5%
RKLB vs UNP
+57.7%
+501.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -0.2% | -5.3% | +5.1% | +2.4% |
| 30D | -14.1% | -1.5% | -12.6% | -13.6% |
| 3M | -46.4% | +10.3% | -56.7% | -49.7% |
| 6M | -10.6% | +9.7% | -20.3% | -15.8% |
| YTD | -7.9% | +27.1% | -35.0% | -20.2% |
| 1Y | +49.5% | +32.6% | +16.9% | +26.2% |
| 3Y | +913.6% | +40.0% | +873.6% | +733.0% |
| 5Y | +375.3% | +50.8% | +324.5% | +292.9% |
| All | +559.5% | +57.7% | +501.8% | +422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling