+308.8%
RKLB vs RJF
+104.0%
+204.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -2.7% | +0.7% | +0.4% |
| 30D | -22.4% | -4.3% | -18.2% | -19.5% |
| 3M | -45.2% | +15.7% | -60.9% | -52.9% |
| 6M | -12.5% | +17.8% | -30.3% | -26.5% |
| YTD | -9.8% | +9.2% | -18.9% | -18.6% |
| 1Y | +30.0% | +2.8% | +27.2% | +24.7% |
| 3Y | +942.2% | +69.5% | +872.8% | +539.7% |
| All | +308.8% | +104.0% | +204.7% | +155.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling