+559.5%
RKLB vs JBHT
+115.4%
+444.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.7% |
| 7D | -0.2% | +4.9% | -5.1% | -2.7% |
| 30D | -14.1% | +0.6% | -14.7% | -14.4% |
| 3M | -46.4% | -3.2% | -43.2% | -46.0% |
| 6M | -10.6% | +17.0% | -27.6% | -18.5% |
| YTD | -7.9% | +41.7% | -49.5% | -24.1% |
| 1Y | +49.5% | +90.0% | -40.5% | +4.8% |
| 3Y | +913.6% | +47.0% | +866.6% | +698.8% |
| 5Y | +375.3% | +58.3% | +317.0% | +269.0% |
| All | +559.5% | +115.4% | +444.1% | +371.8% |
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