-7.4%
RKLB vs UPST
-48.7%
+41.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +9.4% | -13.2% | -8.8% |
| 7D | -10.6% | -3.1% | -7.5% | -9.4% |
| 30D | -28.3% | -4.0% | -24.3% | -27.2% |
| 3M | -29.7% | -22.9% | -6.8% | -19.9% |
| 6M | -34.8% | -27.1% | -7.7% | -23.7% |
| YTD | -24.9% | -46.5% | +21.6% | 0.0% |
| 1Y | -7.4% | -49.4% | +42.0% | +30.2% |
| All | -7.4% | -48.7% | +41.3% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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