+884.1%
RKLB vs QLD
+178.0%
+706.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.4% |
| 7D | -0.2% | +0.6% | -0.8% | -0.8% |
| 30D | -14.1% | -0.1% | -14.0% | -13.9% |
| 3M | -46.4% | -8.4% | -38.1% | -41.8% |
| 6M | -10.6% | +32.2% | -42.8% | -28.8% |
| YTD | -7.9% | +28.9% | -36.8% | -25.0% |
| 1Y | +49.5% | +43.8% | +5.6% | +13.2% |
| All | +884.1% | +178.0% | +706.1% | +386.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling