+535.9%
RKLB vs QQQM
+152.4%
+383.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | 0.0% |
| 7D | -2.9% | -1.3% | -1.6% | -0.9% |
| 30D | -22.6% | -1.4% | -21.2% | -20.7% |
| 3M | -41.0% | +2.2% | -43.2% | -42.0% |
| 6M | -10.1% | +16.9% | -27.0% | -26.1% |
| YTD | -11.2% | +15.7% | -26.8% | -25.5% |
| 1Y | +34.2% | +22.7% | +11.5% | +5.3% |
| 3Y | +899.4% | +93.9% | +805.4% | +332.9% |
| 5Y | +231.5% | +94.6% | +137.0% | +45.7% |
| All | +535.9% | +152.4% | +383.4% | +137.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling