+942.2%
RKLB vs QQQM
+94.0%
+848.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | -0.1% |
| 7D | -2.0% | -0.6% | -1.5% | -1.0% |
| 30D | -22.4% | -1.2% | -21.2% | -20.6% |
| 3M | -45.2% | -0.1% | -45.1% | -44.3% |
| 6M | -12.5% | +18.0% | -30.5% | -31.9% |
| YTD | -9.8% | +16.7% | -26.5% | -28.2% |
| 1Y | +30.0% | +23.0% | +6.9% | -3.0% |
| 3Y | +942.2% | +93.3% | +848.9% | +364.3% |
| All | +942.2% | +94.0% | +848.2% | +364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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