+255.2%
RKLB vs JD
-58.0%
+313.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.6% | +13.8% | +14.9% |
| 7D | -3.0% | +13.4% | -16.4% | -7.0% |
| 30D | -26.2% | +7.7% | -33.9% | -28.1% |
| 3M | -29.9% | -11.3% | -18.6% | -27.5% |
| 6M | -37.3% | -5.1% | -32.2% | -36.9% |
| YTD | -23.9% | +5.0% | -29.0% | -25.8% |
| 1Y | +7.0% | -5.6% | +12.6% | +8.0% |
| 3Y | +1,120.0% | +17.8% | +1,102.2% | +966.9% |
| All | +255.2% | -58.0% | +313.2% | +321.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling