+231.5%
RKLB vs JNJ
+81.7%
+149.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | -2.9% | -4.3% | +1.4% | -3.4% |
| 30D | -22.6% | +3.0% | -25.6% | -22.2% |
| 3M | -41.0% | +12.2% | -53.3% | -40.2% |
| 6M | -10.1% | +10.5% | -20.6% | -9.0% |
| YTD | -11.2% | +30.8% | -42.0% | -9.2% |
| 1Y | +34.2% | +54.9% | -20.7% | +38.5% |
| 3Y | +899.4% | +80.7% | +818.7% | +927.8% |
| 5Y | +231.5% | +83.4% | +148.1% | +281.0% |
| All | +231.5% | +81.7% | +149.8% | +281.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling