+231.5%
RKLB vs JBL
+390.6%
-159.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | +0.3% |
| 7D | -2.9% | -1.0% | -1.9% | -2.2% |
| 30D | -22.6% | -15.1% | -7.5% | -12.7% |
| 3M | -41.0% | -14.0% | -27.0% | -34.2% |
| 6M | -10.1% | +20.6% | -30.7% | -20.3% |
| YTD | -11.2% | +32.9% | -44.1% | -27.1% |
| 1Y | +34.2% | +40.5% | -6.3% | +6.3% |
| 3Y | +899.4% | +183.7% | +715.6% | +347.7% |
| 5Y | +231.5% | +388.3% | -156.8% | -9.3% |
| All | +231.5% | +390.6% | -159.1% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling