-16.0%
RKT vs UAL
+251.5%
-267.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -5.9% | -1.3% |
| 7D | +10.3% | +10.2% | +0.1% | +6.9% |
| 30D | +32.3% | +12.0% | +20.3% | +27.6% |
| 3M | +10.7% | -7.1% | +17.8% | +13.0% |
| 6M | -3.2% | +20.9% | -24.1% | -8.3% |
| YTD | -21.5% | +7.7% | -29.2% | -23.5% |
| 1Y | -6.0% | +23.6% | -29.6% | -11.7% |
| 3Y | +104.2% | +222.6% | -118.3% | +37.4% |
| 5Y | +2.5% | +127.9% | -125.5% | -27.8% |
| All | -16.0% | +251.5% | -267.4% | -43.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling