+546.0%
RKLB vs JPM
+242.6%
+303.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | -2.0% | -0.7% | -1.4% | -1.5% |
| 30D | -22.4% | -2.5% | -20.0% | -20.9% |
| 3M | -45.2% | +14.1% | -59.3% | -51.3% |
| 6M | -12.5% | +25.1% | -37.6% | -27.6% |
| YTD | -9.8% | +12.1% | -21.9% | -18.1% |
| 1Y | +30.0% | +18.8% | +11.2% | +12.8% |
| 3Y | +942.2% | +163.4% | +778.8% | +425.5% |
| 5Y | +236.8% | +156.5% | +80.3% | +62.0% |
| All | +546.0% | +242.6% | +303.4% | +207.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling