+531.5%
RKLB vs JCI
+236.1%
+295.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -1.9% |
| 7D | +15.9% | +3.2% | +12.8% | +13.1% |
| 30D | +4.0% | -8.6% | +12.6% | +14.1% |
| 3M | -23.2% | -7.7% | -15.4% | -16.3% |
| 6M | -50.4% | -2.6% | -47.9% | -49.0% |
| YTD | -11.8% | +17.4% | -29.2% | -24.1% |
| 1Y | +36.0% | +16.9% | +19.1% | +17.7% |
| 3Y | +1,321.0% | +186.7% | +1,134.3% | +476.1% |
| 5Y | +328.2% | +95.4% | +232.8% | +115.4% |
| All | +531.5% | +236.1% | +295.4% | +151.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling