-41.6%
RKLB vs JBHT
-8.5%
-33.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -3.6% | -8.6% | -11.1% |
| 7D | -22.2% | -1.4% | -20.8% | -21.7% |
| 30D | -38.7% | -3.1% | -35.7% | -38.1% |
| 3M | -38.5% | -19.5% | -19.0% | -34.8% |
| 6M | -41.6% | -9.6% | -32.0% | -43.2% |
| All | -41.6% | -8.5% | -33.1% | -43.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling