+1,335.0%
RKLB vs QLD
+149.5%
+1,185.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +7.7% |
| 7D | +15.2% | -3.8% | +19.0% | +19.8% |
| 30D | -8.1% | -20.5% | +12.5% | +15.4% |
| 3M | -21.7% | -14.6% | -7.0% | -7.9% |
| 6M | -40.5% | -14.7% | -25.9% | -29.9% |
| YTD | -10.1% | +11.2% | -21.3% | -15.0% |
| 1Y | +20.8% | +7.1% | +13.7% | +18.9% |
| 3Y | +1,335.0% | +141.1% | +1,193.9% | +810.4% |
| All | +1,335.0% | +149.5% | +1,185.5% | +810.4% |
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 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