-3.5%
RKT vs UPST
-47.3%
+43.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | +17.7% | -4.9% | +22.6% | +19.9% |
| 30D | +31.6% | -8.9% | +40.5% | +36.1% |
| 3M | +13.9% | -26.3% | +40.2% | +30.5% |
| 6M | +2.8% | -23.7% | +26.5% | +16.9% |
| YTD | -22.2% | -49.9% | +27.7% | +2.7% |
| 1Y | -3.5% | -42.0% | +38.5% | +15.1% |
| All | -3.5% | -47.3% | +43.8% | +15.1% |
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