+546.0%
RKLB vs JNJ
+116.0%
+430.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -2.0% | -3.5% | +1.5% | -2.5% |
| 30D | -22.4% | +2.3% | -24.8% | -22.2% |
| 3M | -45.2% | +12.0% | -57.1% | -44.4% |
| 6M | -12.5% | +10.5% | -23.0% | -11.5% |
| YTD | -9.8% | +30.4% | -40.2% | -7.6% |
| 1Y | +30.0% | +52.1% | -22.2% | +34.3% |
| 3Y | +942.2% | +77.8% | +864.4% | +976.9% |
| 5Y | +236.8% | +82.9% | +153.9% | +263.2% |
| All | +546.0% | +116.0% | +430.0% | +559.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling