+578.9%
RKLB vs QLD
+233.6%
+345.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.8% | +1.7% |
| 7D | +26.3% | -1.2% | +27.5% | +28.1% |
| 30D | +0.7% | -15.7% | +16.4% | +16.5% |
| 3M | -17.3% | -10.0% | -7.3% | -8.9% |
| 6M | -43.6% | -11.2% | -32.4% | -36.8% |
| YTD | -5.2% | +16.4% | -21.5% | -12.1% |
| 1Y | +29.1% | +12.7% | +16.4% | +23.7% |
| 3Y | +1,413.7% | +152.3% | +1,261.4% | +716.6% |
| 5Y | +364.9% | +91.8% | +273.1% | +175.5% |
| All | +578.9% | +233.6% | +345.3% | +226.1% |
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