+1,120.0%
RKLB vs JBHT
+27.4%
+1,092.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.7% | +16.1% | +15.7% |
| 7D | -3.0% | -1.6% | -1.4% | -2.2% |
| 30D | -26.2% | -2.3% | -23.9% | -25.5% |
| 3M | -29.9% | -18.5% | -11.4% | -23.5% |
| 6M | -37.3% | -11.3% | -26.0% | -35.3% |
| YTD | -23.9% | +12.6% | -36.5% | -30.0% |
| 1Y | +7.0% | +29.8% | -22.8% | -7.2% |
| 3Y | +1,120.0% | +28.1% | +1,091.9% | +910.4% |
| All | +1,120.0% | +27.4% | +1,092.6% | +910.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling