+372.0%
RKLB vs QLD
+194.6%
+177.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -12.7% | +0.5% | -1.9% |
| 7D | -22.2% | -18.6% | -3.6% | -8.1% |
| 30D | -38.7% | -28.3% | -10.4% | -19.5% |
| 3M | -38.5% | -20.4% | -18.1% | -25.4% |
| 6M | -41.6% | -14.3% | -27.3% | -32.0% |
| YTD | -34.1% | +2.8% | -36.8% | -32.7% |
| 1Y | -18.5% | -1.2% | -17.3% | -13.4% |
| 3Y | +897.6% | +135.3% | +762.3% | +470.4% |
| 5Y | +196.5% | +62.6% | +133.9% | +97.2% |
| All | +372.0% | +194.6% | +177.3% | +149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling