-23.6%
RKT vs UAL
+216.0%
-239.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.9% |
| 7D | +6.0% | +3.5% | +2.5% | +4.9% |
| 30D | +0.7% | -16.5% | +17.1% | +6.4% |
| 3M | +11.8% | +2.8% | +9.0% | +11.4% |
| 6M | -7.6% | +17.6% | -25.2% | -11.4% |
| YTD | -28.7% | -3.2% | -25.5% | -28.0% |
| 1Y | -32.6% | +0.4% | -33.0% | -32.9% |
| 3Y | +42.1% | +128.2% | -86.1% | +6.0% |
| 5Y | -7.2% | +137.7% | -144.9% | -33.5% |
| All | -23.6% | +216.0% | -239.6% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded UAL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling