+535.9%
RKLB vs JHX
+0.8%
+535.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -0.6% |
| 7D | -2.9% | -4.9% | +2.0% | -0.5% |
| 30D | -22.6% | -9.3% | -13.3% | -19.0% |
| 3M | -41.0% | +28.1% | -69.1% | -48.2% |
| 6M | -10.1% | +35.2% | -45.3% | -23.0% |
| YTD | -11.2% | +35.9% | -47.0% | -24.5% |
| 1Y | +34.2% | +42.5% | -8.3% | +11.8% |
| 3Y | +899.4% | -4.5% | +903.8% | +784.4% |
| 5Y | +231.5% | -27.1% | +258.6% | +210.5% |
| All | +535.9% | +0.8% | +535.0% | +402.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling