+576.0%
RKLB vs QCOM
+37.9%
+538.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +0.6% |
| 7D | +5.3% | +5.1% | +0.3% | +2.2% |
| 30D | -20.5% | +4.3% | -24.8% | -22.6% |
| 3M | -42.0% | -19.6% | -22.4% | -34.6% |
| 6M | -6.0% | +29.5% | -35.5% | -23.6% |
| YTD | -5.6% | +3.4% | -8.9% | -11.7% |
| 1Y | +38.0% | +10.9% | +27.1% | +23.2% |
| 3Y | +962.4% | +74.8% | +887.6% | +592.6% |
| 5Y | +336.5% | +36.2% | +300.3% | +232.3% |
| All | +576.0% | +37.9% | +538.1% | +407.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QCOM.
Daily Out/Under-Performance
Portfolio return minus QCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QCOM 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 QCOM 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