+95.3%
RKT vs UAL
+197.6%
-102.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.9% |
| 7D | +17.7% | +8.2% | +9.5% | +14.7% |
| 30D | +31.6% | +2.3% | +29.3% | +30.6% |
| 3M | +13.9% | -12.7% | +26.6% | +18.9% |
| 6M | +2.8% | +12.7% | -9.9% | -0.3% |
| YTD | -22.2% | +0.8% | -23.0% | -23.0% |
| 1Y | -3.5% | +17.8% | -21.3% | -7.5% |
| 3Y | +95.3% | +206.7% | -111.4% | +7.5% |
| All | +95.3% | +197.6% | -102.4% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling