+531.5%
RKLB vs JD
-64.3%
+595.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -4.4% |
| 7D | +15.9% | -4.1% | +20.1% | +17.3% |
| 30D | +4.0% | +4.6% | -0.6% | +2.0% |
| 3M | -23.2% | -4.7% | -18.4% | -22.5% |
| 6M | -50.4% | -17.4% | -33.1% | -48.0% |
| YTD | -11.8% | +0.7% | -12.5% | -12.9% |
| 1Y | +36.0% | -5.9% | +41.9% | +37.2% |
| 3Y | +1,321.0% | +18.9% | +1,302.1% | +1,144.0% |
| 5Y | +328.2% | -62.9% | +391.1% | +411.3% |
| All | +531.5% | -64.3% | +595.7% | +683.9% |
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