+204.4%
RKLB vs QID
-80.7%
+285.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.7% | -3.8% |
| 7D | 0.0% | -1.9% | +1.9% | -1.6% |
| 30D | -21.2% | +1.7% | -22.9% | -19.7% |
| 3M | -41.7% | -3.9% | -37.8% | -40.7% |
| 6M | -11.8% | -30.0% | +18.2% | -26.2% |
| YTD | -9.6% | -28.2% | +18.6% | -21.8% |
| 1Y | +34.1% | -35.6% | +69.8% | +11.0% |
| 3Y | +917.3% | -74.3% | +991.5% | +446.6% |
| 5Y | +204.4% | -80.8% | +285.2% | +84.0% |
| All | +204.4% | -80.7% | +285.1% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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