+559.5%
RKLB vs QID
-89.8%
+649.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.4% |
| 7D | -0.2% | -0.6% | +0.4% | -0.6% |
| 30D | -14.1% | 0.0% | -14.1% | -13.6% |
| 3M | -46.4% | +3.7% | -50.2% | -41.6% |
| 6M | -10.6% | -29.9% | +19.2% | -24.6% |
| YTD | -7.9% | -28.8% | +20.9% | -20.3% |
| 1Y | +49.5% | -37.2% | +86.6% | +22.6% |
| 3Y | +913.6% | -73.7% | +987.3% | +468.2% |
| 5Y | +375.3% | -80.7% | +456.0% | +190.6% |
| All | +559.5% | -89.8% | +649.2% | +230.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling