+38.0%
RKLB vs QLD
+42.1%
-4.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.7% |
| 7D | +5.3% | +3.0% | +2.4% | +1.5% |
| 30D | -20.5% | -1.8% | -18.7% | -18.7% |
| 3M | -42.0% | -1.8% | -40.2% | -41.2% |
| 6M | -6.0% | +36.9% | -42.9% | -37.7% |
| YTD | -5.6% | +28.7% | -34.3% | -33.1% |
| 1Y | +38.0% | +41.9% | -3.9% | -9.0% |
| All | +38.0% | +42.1% | -4.1% | -9.0% |
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