+93.9%
QQQ vs RKLB
+205.5%
-111.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.8% |
| 7D | -1.3% | -2.9% | +1.6% | -0.9% |
| 30D | -1.4% | -22.6% | +21.2% | +2.1% |
| 3M | +2.3% | -41.0% | +43.3% | +8.8% |
| 6M | +16.9% | -10.1% | +27.0% | +14.8% |
| YTD | +15.6% | -11.2% | +26.8% | +12.7% |
| 1Y | +22.6% | +34.2% | -11.6% | +10.5% |
| 3Y | +93.5% | +899.4% | -805.8% | +15.6% |
| 5Y | +93.9% | +231.5% | -137.6% | +17.5% |
| All | +93.9% | +205.5% | -111.6% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling