+152.4%
QQQ vs RKLB
+575.6%
-423.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.4% |
| 7D | +1.5% | +5.3% | -3.8% | +0.8% |
| 30D | -0.6% | -20.5% | +19.8% | +2.2% |
| 3M | +0.4% | -42.0% | +42.5% | +6.6% |
| 6M | +20.1% | -6.0% | +26.1% | +17.5% |
| YTD | +17.2% | -5.6% | +22.8% | +13.7% |
| 1Y | +24.7% | +38.0% | -13.3% | +13.3% |
| 3Y | +96.2% | +962.4% | -866.2% | +24.5% |
| 5Y | +94.4% | +336.5% | -242.1% | +24.4% |
| All | +152.4% | +575.6% | -423.2% | +58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling