-7.4%
RKLB vs DOC
+21.8%
-29.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -4.3% |
| 7D | -10.6% | +8.7% | -19.4% | -12.1% |
| 30D | -28.3% | +7.6% | -35.9% | -29.4% |
| 3M | -29.7% | -5.3% | -24.4% | -28.5% |
| 6M | -34.8% | +27.6% | -62.4% | -41.7% |
| YTD | -24.9% | +32.4% | -57.3% | -29.4% |
| 1Y | -7.4% | +22.9% | -30.3% | -12.4% |
| All | -7.4% | +21.8% | -29.2% | -12.4% |
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