+343.2%
RKLB vs QLD
+121.5%
+221.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.4% |
| 7D | -0.2% | +0.6% | -0.8% | -0.7% |
| 30D | -14.1% | -0.1% | -14.0% | -13.9% |
| 3M | -46.4% | -8.4% | -38.1% | -42.2% |
| 6M | -10.6% | +32.2% | -42.8% | -26.6% |
| YTD | -7.9% | +28.9% | -36.8% | -22.8% |
| 1Y | +49.5% | +43.8% | +5.6% | +17.0% |
| 3Y | +913.6% | +176.6% | +737.0% | +387.3% |
| All | +343.2% | +121.5% | +221.6% | +128.7% |
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