+576.0%
RKLB vs RJF
+212.2%
+363.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +3.3% |
| 7D | +5.3% | +1.8% | +3.6% | +3.7% |
| 30D | -20.5% | 0.0% | -20.5% | -20.7% |
| 3M | -42.0% | +18.0% | -60.0% | -50.6% |
| 6M | -6.0% | +17.0% | -23.0% | -19.5% |
| YTD | -5.6% | +11.1% | -16.7% | -15.4% |
| 1Y | +38.0% | +8.0% | +30.0% | +27.4% |
| 3Y | +962.4% | +73.3% | +889.1% | +569.9% |
| 5Y | +336.5% | +107.4% | +229.1% | +163.5% |
| All | +576.0% | +212.2% | +363.8% | +276.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling