+330.6%
RKLB vs JBHT
+22.5%
+308.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.3% | -6.2% | -5.3% |
| 7D | +15.9% | +7.0% | +8.9% | +11.7% |
| 30D | +4.0% | +0.5% | +3.5% | +3.8% |
| 3M | -23.2% | -17.4% | -5.8% | -15.2% |
| 6M | -50.4% | -1.7% | -48.7% | -51.4% |
| YTD | -11.8% | +20.7% | -32.5% | -23.6% |
| 1Y | +36.0% | +41.1% | -5.1% | +8.0% |
| 3Y | +1,321.0% | +38.0% | +1,283.0% | +990.6% |
| All | +330.6% | +22.5% | +308.0% | +237.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling