-6.2%
RKLB vs Q
+68.3%
-74.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.4% | -1.2% |
| 7D | +15.9% | +1.2% | +14.8% | +15.2% |
| 30D | +4.0% | -2.7% | +6.7% | +7.1% |
| 3M | -23.2% | -16.9% | -6.2% | -11.9% |
| 6M | -50.4% | -26.9% | -23.6% | -39.2% |
| YTD | -11.8% | +45.2% | -57.0% | -41.2% |
| 1Y | +36.0% | +38.1% | -2.2% | -6.8% |
| All | -6.2% | +68.3% | -74.6% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 10y: compounded portfolio wealth divided by compounded Q 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…
10y analysis · Full analysis span regression · 6 months rolling