+296.6%
RKLB vs JBHT
+20.8%
+275.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.1% | +7.8% | +9.1% |
| 7D | +13.0% | +0.4% | +12.6% | +13.1% |
| 30D | -13.7% | -2.0% | -11.8% | -12.6% |
| 3M | -28.9% | -16.3% | -12.7% | -22.2% |
| 6M | -44.2% | -8.2% | -35.9% | -43.1% |
| YTD | -15.6% | +16.3% | -31.9% | -25.3% |
| 1Y | +14.0% | +32.2% | -18.2% | -5.9% |
| 3Y | +1,275.2% | +34.4% | +1,240.8% | +970.3% |
| 5Y | +296.6% | +20.3% | +276.3% | +220.3% |
| All | +296.6% | +20.8% | +275.9% | +220.3% |
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