+296.7%
TQQQ vs RKLB
+545.6%
-248.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.0% |
| 7D | -1.9% | -2.0% | +0.1% | -1.2% |
| 30D | -4.9% | -22.4% | +17.6% | +4.6% |
| 3M | -6.4% | -45.2% | +38.8% | +15.3% |
| 6M | +44.4% | -12.5% | +56.9% | +42.7% |
| YTD | +35.2% | -9.8% | +44.9% | +28.6% |
| 1Y | +49.5% | +30.0% | +19.5% | +18.4% |
| 3Y | +250.7% | +942.2% | -691.5% | -2.3% |
| 5Y | +104.7% | +236.8% | -132.1% | -31.7% |
| All | +296.7% | +545.6% | -248.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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