+372.0%
RKLB vs DOC
-10.9%
+382.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -0.2% | -11.9% | -12.1% |
| 7D | -22.2% | +6.2% | -28.4% | -24.7% |
| 30D | -38.7% | +6.5% | -45.2% | -41.0% |
| 3M | -38.5% | -6.2% | -32.3% | -36.8% |
| 6M | -41.6% | +25.6% | -67.2% | -50.0% |
| YTD | -34.1% | +32.1% | -66.2% | -45.2% |
| 1Y | -18.5% | +20.3% | -38.8% | -28.6% |
| 3Y | +897.6% | +42.7% | +854.9% | +696.5% |
| 5Y | +196.5% | -22.2% | +218.7% | +185.3% |
| All | +372.0% | -10.9% | +382.9% | +330.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling