+49.5%
RKLB vs QSR
+33.2%
+16.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | +2.4% | -2.6% | +0.4% |
| 30D | -14.1% | +7.6% | -21.7% | -12.5% |
| 3M | -46.4% | +12.6% | -59.1% | -45.0% |
| 6M | -10.6% | +14.4% | -25.0% | -9.3% |
| YTD | -7.9% | +19.6% | -27.5% | -5.5% |
| 1Y | +49.5% | +33.9% | +15.6% | +43.8% |
| All | +49.5% | +33.2% | +16.2% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling