+576.0%
RKLB vs JAAA
+28.6%
+547.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | +0.1% | +5.2% | +5.1% |
| 30D | -20.5% | +0.5% | -20.9% | -21.4% |
| 3M | -42.0% | +1.2% | -43.2% | -43.8% |
| 6M | -6.0% | +2.8% | -8.9% | -12.3% |
| YTD | -5.6% | +3.2% | -8.8% | -12.3% |
| 1Y | +38.0% | +4.8% | +33.2% | +24.2% |
| 3Y | +962.4% | +19.0% | +943.4% | +798.8% |
| 5Y | +336.5% | +26.8% | +309.7% | +224.1% |
| All | +576.0% | +28.6% | +547.4% | +402.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling