+49.5%
RKLB vs JPM
+21.8%
+27.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.6% |
| 7D | -0.2% | +0.3% | -0.5% | -0.5% |
| 30D | -14.1% | -0.2% | -13.9% | -14.1% |
| 3M | -46.4% | +15.9% | -62.3% | -53.9% |
| 6M | -10.6% | +20.9% | -31.6% | -26.7% |
| YTD | -7.9% | +12.9% | -20.8% | -18.7% |
| 1Y | +49.5% | +20.3% | +29.2% | +30.0% |
| All | +49.5% | +21.8% | +27.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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