+559.5%
RKLB vs JD
-63.8%
+623.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.1% |
| 7D | -0.2% | -1.7% | +1.5% | +0.3% |
| 30D | -14.1% | -13.2% | -1.0% | -10.4% |
| 3M | -46.4% | -3.2% | -43.2% | -46.2% |
| 6M | -10.6% | +15.2% | -25.9% | -15.0% |
| YTD | -7.9% | +2.0% | -9.9% | -8.9% |
| 1Y | +49.5% | -5.4% | +54.9% | +50.3% |
| 3Y | +913.6% | -9.1% | +922.7% | +876.3% |
| 5Y | +375.3% | -59.6% | +434.9% | +453.3% |
| All | +559.5% | -63.8% | +623.3% | +719.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling