+330.6%
RKLB vs UPS
-33.1%
+363.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -5.0% |
| 7D | +15.9% | +3.8% | +12.2% | +13.6% |
| 30D | +4.0% | +17.4% | -13.4% | -5.5% |
| 3M | -23.2% | +8.2% | -31.4% | -27.3% |
| 6M | -50.4% | +17.9% | -68.4% | -56.1% |
| YTD | -11.8% | +18.7% | -30.5% | -23.5% |
| 1Y | +36.0% | +24.8% | +11.2% | +14.1% |
| 3Y | +1,321.0% | -4.5% | +1,325.6% | +1,248.1% |
| All | +330.6% | -33.1% | +363.7% | +411.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling