+54.1%
UNP vs RKT
+84.5%
-30.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -2.1% | -3.8% | +1.7% | -1.8% |
| 30D | +7.3% | +32.8% | -25.5% | +4.7% |
| 3M | +3.6% | +0.8% | +2.8% | +3.3% |
| 6M | +15.8% | -2.6% | +18.5% | +15.4% |
| YTD | +32.6% | -25.4% | +58.0% | +34.3% |
| 1Y | +37.2% | -19.1% | +56.3% | +37.7% |
| All | +54.1% | +84.5% | -30.4% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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