+546.0%
RKLB vs QSR
+57.5%
+488.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -2.0% | -4.0% | +2.0% | -0.1% |
| 30D | -22.4% | +2.8% | -25.2% | -23.7% |
| 3M | -45.2% | +5.1% | -50.2% | -47.2% |
| 6M | -12.5% | +8.8% | -21.3% | -18.3% |
| YTD | -9.8% | +14.8% | -24.6% | -18.8% |
| 1Y | +30.0% | +25.7% | +4.3% | +9.1% |
| 3Y | +942.2% | +27.5% | +914.7% | +729.3% |
| 5Y | +236.8% | +41.3% | +195.6% | +127.4% |
| All | +546.0% | +57.5% | +488.6% | +318.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling