-4.5%
UPS vs RKT
+84.5%
-89.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -1.6% | -3.8% | +2.2% | -1.1% |
| 30D | +17.9% | +32.8% | -14.9% | +13.3% |
| 3M | +9.4% | +0.8% | +8.6% | +8.8% |
| 6M | +16.2% | -2.6% | +18.8% | +15.4% |
| YTD | +18.8% | -25.4% | +44.2% | +20.8% |
| 1Y | +26.1% | -19.1% | +45.2% | +26.9% |
| All | -4.5% | +84.5% | -89.0% | -20.3% |
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