+944.2%
RKLB vs JPM
+161.8%
+782.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.6% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | -21.2% | -1.4% | -19.8% | -20.2% |
| 3M | -41.7% | +13.9% | -55.7% | -49.7% |
| 6M | -11.8% | +23.5% | -35.3% | -29.8% |
| YTD | -9.6% | +11.6% | -21.2% | -19.9% |
| 1Y | +34.1% | +21.4% | +12.7% | +9.1% |
| All | +944.2% | +161.8% | +782.4% | +373.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling