+576.0%
RKLB vs JD
-64.6%
+640.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +3.2% |
| 7D | +5.3% | -0.8% | +6.1% | +5.6% |
| 30D | -20.5% | -16.0% | -4.4% | -16.1% |
| 3M | -42.0% | -3.2% | -38.9% | -41.8% |
| 6M | -6.0% | +6.1% | -12.1% | -8.2% |
| YTD | -5.6% | -0.1% | -5.5% | -6.0% |
| 1Y | +38.0% | -12.7% | +50.7% | +42.3% |
| 3Y | +962.4% | -6.3% | +968.7% | +913.2% |
| 5Y | +336.5% | -61.3% | +397.9% | +414.8% |
| All | +576.0% | -64.6% | +640.6% | +745.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling