-7.4%
RKLB vs JNJ
+51.2%
-58.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.6% | -2.3% |
| 7D | -10.6% | +1.9% | -12.6% | -9.8% |
| 30D | -28.3% | +9.2% | -37.5% | -25.3% |
| 3M | -29.7% | +8.9% | -38.6% | -26.5% |
| 6M | -34.8% | +24.6% | -59.4% | -28.8% |
| YTD | -24.9% | +35.7% | -60.6% | -12.8% |
| 1Y | -7.4% | +51.2% | -58.6% | +7.2% |
| All | -7.4% | +51.2% | -58.7% | +7.2% |
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