+504.1%
RKLB vs JD
-63.7%
+567.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -2.5% | +13.4% | +11.7% |
| 7D | +13.0% | +7.9% | +5.1% | +10.1% |
| 30D | -13.7% | +4.8% | -18.5% | -15.3% |
| 3M | -28.9% | -13.9% | -15.0% | -26.0% |
| 6M | -44.2% | -5.8% | -38.4% | -43.8% |
| YTD | -15.6% | +2.4% | -18.0% | -17.0% |
| 1Y | +14.0% | -7.5% | +21.5% | +15.7% |
| 3Y | +1,275.2% | +20.9% | +1,254.4% | +1,098.3% |
| 5Y | +296.6% | -58.0% | +354.7% | +358.5% |
| All | +504.1% | -63.7% | +567.7% | +646.3% |
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