+531.5%
RKLB vs JAAA
+29.6%
+501.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.1% |
| 7D | +15.9% | +0.1% | +15.8% | +15.6% |
| 30D | +4.0% | +0.4% | +3.5% | +2.8% |
| 3M | -23.2% | +1.2% | -24.4% | -25.6% |
| 6M | -50.4% | +2.3% | -52.7% | -53.3% |
| YTD | -11.8% | +4.0% | -15.8% | -19.8% |
| 1Y | +36.0% | +4.8% | +31.2% | +21.7% |
| 3Y | +1,321.0% | +18.4% | +1,302.6% | +1,095.5% |
| 5Y | +328.2% | +27.5% | +300.7% | +210.8% |
| All | +531.5% | +29.6% | +501.8% | +359.3% |
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