+559.5%
RKLB vs QCOM
+33.7%
+525.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -0.2% | +3.3% | -3.5% | -2.3% |
| 30D | -14.1% | +7.7% | -21.8% | -17.9% |
| 3M | -46.4% | -30.1% | -16.4% | -34.2% |
| 6M | -10.6% | +22.8% | -33.5% | -24.9% |
| YTD | -7.9% | +0.2% | -8.1% | -12.2% |
| 1Y | +49.5% | +7.9% | +41.6% | +35.7% |
| 3Y | +913.6% | +55.8% | +857.7% | +607.3% |
| 5Y | +375.3% | +30.1% | +345.2% | +270.6% |
| All | +559.5% | +33.7% | +525.8% | +404.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling