+547.3%
RKLB vs JBLU
-71.9%
+619.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -3.2% |
| 7D | 0.0% | -5.6% | +5.6% | +1.9% |
| 30D | -21.2% | -22.3% | +1.1% | -14.4% |
| 3M | -41.7% | -11.0% | -30.8% | -40.7% |
| 6M | -11.8% | -3.1% | -8.7% | -14.0% |
| YTD | -9.6% | -3.7% | -5.9% | -13.1% |
| 1Y | +34.1% | -14.8% | +48.9% | +33.6% |
| 3Y | +917.3% | -15.4% | +932.7% | +751.7% |
| 5Y | +204.4% | -71.4% | +275.8% | +266.8% |
| All | +547.3% | -71.9% | +619.2% | +669.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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