+504.1%
RKLB vs QLD
+222.7%
+281.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.8% | +4.1% | +5.4% |
| 7D | +13.0% | -1.4% | +14.5% | +14.9% |
| 30D | -13.7% | -19.6% | +5.9% | +3.8% |
| 3M | -28.9% | -14.1% | -14.8% | -18.7% |
| 6M | -44.2% | -13.6% | -30.6% | -36.0% |
| YTD | -15.6% | +12.5% | -28.2% | -19.6% |
| 1Y | +14.0% | +13.1% | +0.8% | +9.1% |
| 3Y | +1,275.2% | +154.7% | +1,120.5% | +639.9% |
| 5Y | +296.6% | +81.1% | +215.5% | +144.2% |
| All | +504.1% | +222.7% | +281.4% | +198.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling