+92.9%
QQQ vs RKLB
+905.6%
-812.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.7% |
| 7D | -0.6% | -2.0% | +1.5% | -0.4% |
| 30D | -1.2% | -22.4% | +21.2% | +1.4% |
| 3M | -0.2% | -45.2% | +45.0% | +5.4% |
| 6M | +17.9% | -12.5% | +30.4% | +16.9% |
| YTD | +16.6% | -9.8% | +26.4% | +14.5% |
| 1Y | +23.0% | +30.0% | -7.0% | +14.7% |
| 3Y | +92.9% | +942.2% | -849.3% | +43.1% |
| All | +92.9% | +905.6% | -812.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 3y: compounded portfolio wealth divided by compounded RKLB 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…
3y analysis · Full analysis span regression · 6 months rolling