+535.9%
RKLB vs JCI
+243.5%
+292.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.5% |
| 7D | -2.9% | +0.4% | -3.3% | -3.2% |
| 30D | -22.6% | -7.7% | -14.8% | -17.0% |
| 3M | -41.0% | +2.8% | -43.8% | -42.6% |
| 6M | -10.1% | +7.2% | -17.4% | -15.7% |
| YTD | -11.2% | +20.0% | -31.1% | -26.1% |
| 1Y | +34.2% | +33.3% | +0.9% | +1.4% |
| 3Y | +899.4% | +161.3% | +738.0% | +331.2% |
| 5Y | +231.5% | +108.8% | +122.7% | +57.6% |
| All | +535.9% | +243.5% | +292.3% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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