+95.3%
RKT vs QLD
+140.3%
-45.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +0.8% |
| 7D | +17.7% | -10.3% | +27.9% | +21.6% |
| 30D | +31.6% | -26.1% | +57.7% | +45.1% |
| 3M | +13.9% | -17.8% | +31.7% | +20.6% |
| 6M | +2.8% | -15.6% | +18.4% | +7.5% |
| YTD | -22.2% | +5.4% | -27.6% | -24.8% |
| 1Y | -3.5% | +5.2% | -8.8% | -6.7% |
| 3Y | +95.3% | +139.4% | -44.2% | -7.0% |
| All | +95.3% | +140.3% | -45.1% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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