+547.3%
RKLB vs QSR
+57.6%
+489.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.6% | -3.5% |
| 7D | 0.0% | -2.4% | +2.3% | +1.1% |
| 30D | -21.2% | +5.7% | -26.9% | -23.6% |
| 3M | -41.7% | +6.9% | -48.7% | -44.4% |
| 6M | -11.8% | +6.9% | -18.6% | -16.7% |
| YTD | -9.6% | +14.9% | -24.5% | -18.7% |
| 1Y | +34.1% | +29.1% | +5.0% | +10.7% |
| 3Y | +917.3% | +26.1% | +891.1% | +716.8% |
| 5Y | +204.4% | +42.3% | +162.1% | +105.0% |
| All | +547.3% | +57.6% | +489.7% | +319.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling