+49.5%
RKLB vs DOC
+23.9%
+25.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.3% |
| 7D | -0.2% | -1.5% | +1.3% | +0.2% |
| 30D | -14.1% | -4.8% | -9.3% | -12.9% |
| 3M | -46.4% | +6.9% | -53.3% | -48.6% |
| 6M | -10.6% | +20.7% | -31.4% | -18.7% |
| YTD | -7.9% | +34.1% | -42.0% | -18.9% |
| 1Y | +49.5% | +22.6% | +26.8% | +30.0% |
| All | +49.5% | +23.9% | +25.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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