-50.4%
RKLB vs UPS
+18.1%
-68.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -4.1% |
| 7D | +15.9% | +3.8% | +12.2% | +15.7% |
| 30D | +4.0% | +17.4% | -13.4% | +3.2% |
| 3M | -23.2% | +8.2% | -31.4% | -22.6% |
| 6M | -50.4% | +17.9% | -68.4% | -56.4% |
| All | -50.4% | +18.1% | -68.6% | -56.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling