+231.5%
RKLB vs UPS
-33.5%
+265.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -2.2% |
| 7D | -2.9% | -3.4% | +0.5% | -0.9% |
| 30D | -22.6% | -2.7% | -19.8% | -21.4% |
| 3M | -41.0% | -1.6% | -39.4% | -41.2% |
| 6M | -10.1% | +2.3% | -12.4% | -12.9% |
| YTD | -11.2% | +5.6% | -16.8% | -16.6% |
| 1Y | +34.2% | +27.1% | +7.1% | +11.3% |
| 3Y | +899.4% | -26.3% | +925.7% | +1,043.7% |
| 5Y | +231.5% | -34.5% | +266.0% | +305.2% |
| All | +231.5% | -33.5% | +265.0% | +305.2% |
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