+444.6%
RKLB vs DOC
-10.3%
+454.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.7% | +14.7% | +15.0% |
| 7D | -3.0% | +6.5% | -9.5% | -6.2% |
| 30D | -26.2% | +9.2% | -35.4% | -29.9% |
| 3M | -29.9% | -2.5% | -27.4% | -29.3% |
| 6M | -37.3% | +7.1% | -44.4% | -40.7% |
| YTD | -23.9% | +33.0% | -56.9% | -36.9% |
| 1Y | +7.0% | +23.3% | -16.3% | -7.7% |
| 3Y | +1,120.0% | +44.9% | +1,075.1% | +866.3% |
| 5Y | +242.2% | -21.6% | +263.8% | +228.2% |
| All | +444.6% | -10.3% | +454.9% | +395.6% |
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