+372.0%
RKLB vs JBHT
+72.3%
+299.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -3.6% | -8.6% | -10.4% |
| 7D | -22.2% | -1.4% | -20.8% | -21.5% |
| 30D | -38.7% | -3.1% | -35.7% | -37.8% |
| 3M | -38.5% | -19.5% | -19.0% | -32.1% |
| 6M | -41.6% | -9.6% | -32.0% | -39.9% |
| YTD | -34.1% | +13.3% | -47.4% | -39.7% |
| 1Y | -18.5% | +29.7% | -48.2% | -30.0% |
| 3Y | +897.6% | +28.3% | +869.3% | +732.2% |
| 5Y | +196.5% | +18.5% | +178.1% | +151.6% |
| All | +372.0% | +72.3% | +299.7% | +274.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling