+231.5%
RKLB vs JPM
+149.5%
+82.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.5% |
| 7D | -2.9% | -2.3% | -0.6% | -0.9% |
| 30D | -22.6% | -2.3% | -20.2% | -21.0% |
| 3M | -41.0% | +14.9% | -55.9% | -48.5% |
| 6M | -10.1% | +23.6% | -33.7% | -26.3% |
| YTD | -11.2% | +11.3% | -22.5% | -19.7% |
| 1Y | +34.2% | +19.9% | +14.3% | +13.8% |
| 3Y | +899.4% | +162.6% | +736.8% | +361.2% |
| 5Y | +231.5% | +154.6% | +76.9% | +50.5% |
| All | +231.5% | +149.5% | +82.0% | +50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling