-4.4%
RKLB vs Q
+75.8%
-80.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +7.4% |
| 7D | +15.2% | +4.0% | +11.2% | +12.6% |
| 30D | -8.1% | -2.3% | -5.7% | -5.8% |
| 3M | -21.7% | -7.9% | -13.7% | -16.9% |
| 6M | -40.5% | -16.0% | -24.6% | -35.0% |
| YTD | -10.1% | +51.7% | -61.8% | -42.1% |
| 1Y | +20.8% | +28.3% | -7.5% | -13.3% |
| All | -4.4% | +75.8% | -80.3% | -32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling