-7.4%
RKLB vs UPS
+29.9%
-37.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.7% | -8.5% | -4.9% |
| 7D | -10.6% | +8.2% | -18.9% | -12.5% |
| 30D | -28.3% | +22.7% | -51.0% | -32.1% |
| 3M | -29.7% | +6.4% | -36.1% | -30.4% |
| 6M | -34.8% | +22.6% | -57.4% | -39.9% |
| YTD | -24.9% | +20.7% | -45.6% | -34.4% |
| 1Y | -7.4% | +30.6% | -38.1% | -24.5% |
| All | -7.4% | +29.9% | -37.4% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1y: compounded portfolio wealth divided by compounded UPS 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…
1y analysis · Full analysis span regression · 6 months rolling