+546.0%
RKLB vs JBL
+737.2%
-191.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.0% | -3.4% | -2.0% |
| 7D | -2.0% | +2.4% | -4.5% | -3.8% |
| 30D | -22.4% | -13.1% | -9.3% | -14.5% |
| 3M | -45.2% | -15.6% | -29.6% | -38.4% |
| 6M | -12.5% | +24.6% | -37.1% | -23.9% |
| YTD | -9.8% | +39.6% | -49.4% | -27.9% |
| 1Y | +30.0% | +48.6% | -18.6% | +0.1% |
| 3Y | +942.2% | +197.3% | +745.0% | +374.8% |
| 5Y | +236.8% | +413.0% | -176.2% | +0.3% |
| All | +546.0% | +737.2% | -191.1% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling