+531.5%
RKLB vs QID
-88.7%
+620.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.6% | -6.6% | -1.8% |
| 7D | +15.9% | -7.1% | +23.1% | +10.1% |
| 30D | +4.0% | +12.6% | -8.7% | +19.1% |
| 3M | -23.2% | +14.2% | -37.4% | -9.5% |
| 6M | -50.4% | +6.2% | -56.6% | -41.7% |
| YTD | -11.8% | -21.8% | +10.0% | -13.3% |
| 1Y | +36.0% | -23.1% | +59.1% | +34.2% |
| 3Y | +1,321.0% | -71.3% | +1,392.3% | +787.6% |
| 5Y | +328.2% | -77.0% | +405.2% | +207.0% |
| All | +531.5% | -88.7% | +620.2% | +259.7% |
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