+546.0%
RKLB vs RJF
+206.8%
+339.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -2.7% | +0.7% | +0.3% |
| 30D | -22.4% | -4.3% | -18.2% | -19.7% |
| 3M | -45.2% | +15.7% | -60.9% | -52.5% |
| 6M | -12.5% | +17.8% | -30.3% | -25.6% |
| YTD | -9.8% | +9.2% | -18.9% | -17.9% |
| 1Y | +30.0% | +2.8% | +27.2% | +25.2% |
| 3Y | +942.2% | +69.5% | +872.8% | +569.9% |
| 5Y | +236.8% | +105.9% | +130.9% | +105.4% |
| All | +546.0% | +206.8% | +339.3% | +265.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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