-6.3%
RKT vs UAL
+142.0%
-148.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.0% |
| 7D | +2.1% | +0.7% | +1.4% | +1.9% |
| 30D | +1.4% | -16.1% | +17.5% | +8.0% |
| 3M | +6.3% | +6.1% | +0.1% | +4.6% |
| 6M | -15.5% | +10.8% | -26.3% | -18.0% |
| YTD | -27.4% | -0.4% | -27.0% | -27.4% |
| 1Y | -26.6% | +5.0% | -31.6% | -28.2% |
| 3Y | +41.2% | +124.0% | -82.8% | -1.3% |
| All | -6.3% | +142.0% | -148.3% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling