+49.5%
RKLB vs JNJ
+58.1%
-8.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +0.3% |
| 7D | -0.2% | +2.7% | -2.9% | +0.7% |
| 30D | -14.1% | +7.4% | -21.5% | -12.0% |
| 3M | -46.4% | +21.2% | -67.6% | -43.8% |
| 6M | -10.6% | +13.4% | -24.0% | -6.9% |
| YTD | -7.9% | +35.1% | -43.0% | -2.3% |
| 1Y | +49.5% | +57.4% | -8.0% | +45.7% |
| All | +49.5% | +58.1% | -8.6% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 1y: compounded portfolio wealth divided by compounded JNJ 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…
1y analysis · Full analysis span regression · 6 months rolling