+576.0%
RKLB vs JNJ
+118.9%
+457.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +2.2% |
| 7D | +5.3% | -0.8% | +6.1% | +5.2% |
| 30D | -20.5% | +4.3% | -24.8% | -20.0% |
| 3M | -42.0% | +16.5% | -58.5% | -41.1% |
| 6M | -6.0% | +13.1% | -19.2% | -4.7% |
| YTD | -5.6% | +32.1% | -37.7% | -3.2% |
| 1Y | +38.0% | +54.5% | -16.5% | +42.8% |
| 3Y | +962.4% | +82.5% | +879.9% | +1,001.5% |
| 5Y | +336.5% | +80.0% | +256.5% | +369.9% |
| All | +576.0% | +118.9% | +457.1% | +590.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling