+942.2%
RKLB vs JHX
-4.5%
+946.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | -2.0% | -6.3% | +4.3% | +0.7% |
| 30D | -22.4% | -7.7% | -14.7% | -19.9% |
| 3M | -45.2% | +19.2% | -64.3% | -49.5% |
| 6M | -12.5% | +38.3% | -50.8% | -24.2% |
| YTD | -9.8% | +37.2% | -47.0% | -21.9% |
| 1Y | +30.0% | +42.3% | -12.3% | +11.2% |
| 3Y | +942.2% | -4.4% | +946.6% | +900.8% |
| All | +942.2% | -4.5% | +946.7% | +900.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 3y: compounded portfolio wealth divided by compounded JHX 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…
3y analysis · Full analysis span regression · 6 months rolling