+444.6%
RKLB vs QCOM
+31.0%
+413.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +5.5% | +9.9% | +11.9% |
| 7D | -3.0% | +0.4% | -3.4% | -2.9% |
| 30D | -26.2% | -6.6% | -19.6% | -22.7% |
| 3M | -29.9% | +3.7% | -33.6% | -31.2% |
| 6M | -37.3% | -13.3% | -24.0% | -33.2% |
| YTD | -23.9% | -1.8% | -22.1% | -26.3% |
| 1Y | +7.0% | -2.5% | +9.5% | +4.5% |
| 3Y | +1,120.0% | +47.0% | +1,073.0% | +787.2% |
| 5Y | +242.2% | +13.1% | +229.1% | +183.0% |
| All | +444.6% | +31.0% | +413.6% | +323.3% |
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