+925.8%
RKLB vs QS
-26.0%
+951.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -2.9% | -5.0% | +2.1% | -1.0% |
| 30D | -22.6% | -18.3% | -4.3% | -16.5% |
| 3M | -41.0% | -26.0% | -15.0% | -34.1% |
| 6M | -10.1% | -24.0% | +13.9% | -0.1% |
| YTD | -11.2% | -50.3% | +39.1% | +13.6% |
| 1Y | +34.2% | -38.0% | +72.2% | +57.5% |
| All | +925.8% | -26.0% | +951.8% | +849.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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