+308.8%
RKLB vs QQQM
+95.1%
+213.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.1% |
| 7D | -2.0% | -0.6% | -1.5% | -1.1% |
| 30D | -22.4% | -1.2% | -21.2% | -20.8% |
| 3M | -45.2% | -0.1% | -45.1% | -44.3% |
| 6M | -12.5% | +18.0% | -30.5% | -29.8% |
| YTD | -9.8% | +16.7% | -26.5% | -26.1% |
| 1Y | +30.0% | +23.0% | +6.9% | +0.2% |
| 3Y | +942.2% | +93.3% | +848.9% | +335.3% |
| All | +308.8% | +95.1% | +213.7% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling