+204.4%
RKLB vs JCI
+111.9%
+92.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.4% |
| 7D | 0.0% | +4.1% | -4.1% | -3.5% |
| 30D | -21.2% | -3.8% | -17.4% | -18.5% |
| 3M | -41.7% | -1.6% | -40.1% | -41.2% |
| 6M | -11.8% | +9.5% | -21.3% | -19.0% |
| YTD | -9.6% | +21.7% | -31.3% | -26.2% |
| 1Y | +34.1% | +37.1% | -3.0% | -2.1% |
| 3Y | +917.3% | +165.2% | +752.1% | +323.5% |
| 5Y | +204.4% | +110.3% | +94.1% | +23.6% |
| All | +204.4% | +111.9% | +92.5% | +23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling