+547.3%
RKLB vs JBL
+719.5%
-172.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -4.0% |
| 7D | 0.0% | +4.0% | -4.0% | -2.8% |
| 30D | -21.2% | -7.5% | -13.7% | -17.0% |
| 3M | -41.7% | -14.1% | -27.7% | -35.2% |
| 6M | -11.8% | +25.9% | -37.6% | -23.6% |
| YTD | -9.6% | +36.7% | -46.2% | -26.6% |
| 1Y | +34.1% | +49.0% | -14.9% | +3.2% |
| 3Y | +917.3% | +191.8% | +725.5% | +370.0% |
| 5Y | +204.4% | +409.8% | -205.4% | -8.5% |
| All | +547.3% | +719.5% | -172.2% | +61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling