-7.4%
RKLB vs JD
-9.8%
+2.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.0% | -6.8% | -5.0% |
| 7D | -10.6% | +9.0% | -19.6% | -13.9% |
| 30D | -28.3% | +5.2% | -33.5% | -30.0% |
| 3M | -29.7% | -15.9% | -13.8% | -23.1% |
| 6M | -34.8% | -7.7% | -27.1% | -33.6% |
| YTD | -24.9% | +0.1% | -25.0% | -28.6% |
| 1Y | -7.4% | -9.7% | +2.3% | -6.7% |
| All | -7.4% | -9.8% | +2.4% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling