+30.0%
RKLB vs JAAA
+4.9%
+25.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | 0.0% |
| 7D | -2.0% | +0.1% | -2.1% | -3.6% |
| 30D | -22.4% | +0.5% | -23.0% | -30.5% |
| 3M | -45.2% | +1.3% | -46.4% | -57.8% |
| 6M | -12.5% | +2.8% | -15.3% | -47.4% |
| YTD | -9.8% | +3.3% | -13.0% | -47.8% |
| 1Y | +30.0% | +4.9% | +25.1% | -34.6% |
| All | +30.0% | +4.9% | +25.1% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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