-7.4%
RKLB vs QLD
+13.1%
-20.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -6.2% |
| 7D | -10.6% | -9.4% | -1.2% | +1.2% |
| 30D | -28.3% | -17.1% | -11.2% | -8.5% |
| 3M | -29.7% | -10.4% | -19.3% | -18.7% |
| 6M | -34.8% | +0.7% | -35.5% | -36.5% |
| YTD | -24.9% | +17.7% | -42.7% | -41.8% |
| 1Y | -7.4% | +14.7% | -22.1% | -25.4% |
| All | -7.4% | +13.1% | -20.6% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling