+81.0%
QBTS vs RKT
-7.0%
+88.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.8% | +8.4% | +7.0% |
| 7D | +6.8% | +6.0% | +0.8% | +5.2% |
| 30D | -14.9% | +0.7% | -15.5% | -15.1% |
| 3M | -31.6% | +11.8% | -43.4% | -33.8% |
| 6M | -4.9% | -7.6% | +2.7% | -3.4% |
| YTD | -32.4% | -28.7% | -3.8% | -27.7% |
| 1Y | +14.6% | -32.6% | +47.2% | +23.2% |
| 3Y | +1,839.6% | +42.1% | +1,797.5% | +1,540.9% |
| All | +81.0% | -7.0% | +88.1% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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