+308.8%
RKLB vs JEPI
+41.5%
+267.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | 0.0% |
| 7D | -2.0% | -1.0% | -1.0% | +0.3% |
| 30D | -22.4% | -1.4% | -21.0% | -19.9% |
| 3M | -45.2% | +3.5% | -48.7% | -49.7% |
| 6M | -12.5% | +1.9% | -14.5% | -15.5% |
| YTD | -9.8% | +4.4% | -14.2% | -17.6% |
| 1Y | +30.0% | +7.2% | +22.8% | +12.9% |
| 3Y | +942.2% | +29.8% | +912.5% | +547.1% |
| All | +308.8% | +41.5% | +267.3% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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