+255.2%
RKLB vs QLD
+66.7%
+188.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.5% | +12.8% | +13.2% |
| 7D | -3.0% | -10.3% | +7.2% | +6.5% |
| 30D | -26.2% | -26.1% | -0.1% | -4.2% |
| 3M | -29.9% | -17.8% | -12.1% | -16.4% |
| 6M | -37.3% | -15.6% | -21.7% | -25.8% |
| YTD | -23.9% | +5.4% | -29.3% | -23.9% |
| 1Y | +7.0% | +5.2% | +1.7% | +8.0% |
| 3Y | +1,120.0% | +139.4% | +980.6% | +564.0% |
| All | +255.2% | +66.7% | +188.5% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling