+28.2%
RKLB vs JBHT
+36.1%
-7.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +39.3% | +4.2% | +35.1% | +36.4% |
| 30D | -0.2% | -0.4% | +0.2% | +0.1% |
| 3M | -21.1% | -17.3% | -3.7% | -13.3% |
| 6M | -45.5% | -3.5% | -42.0% | -48.6% |
| YTD | -8.2% | +18.0% | -26.2% | -30.3% |
| 1Y | +28.2% | +35.5% | -7.3% | -11.9% |
| All | +28.2% | +36.1% | -7.9% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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