-37.3%
RKLB vs QLD
-13.7%
-23.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.5% | +12.8% | +12.2% |
| 7D | -3.0% | -10.3% | +7.2% | +10.5% |
| 30D | -26.2% | -26.1% | -0.1% | +7.8% |
| 3M | -29.9% | -17.8% | -12.1% | -10.3% |
| 6M | -37.3% | -15.6% | -21.7% | -35.1% |
| All | -37.3% | -13.7% | -23.6% | -35.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling