-18.5%
RKLB vs DOC
+21.7%
-40.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -0.2% | -11.9% | -12.1% |
| 7D | -22.2% | +6.2% | -28.4% | -23.1% |
| 30D | -38.7% | +6.5% | -45.2% | -39.6% |
| 3M | -38.5% | -6.2% | -32.3% | -37.3% |
| 6M | -41.6% | +25.6% | -67.2% | -47.5% |
| YTD | -34.1% | +32.1% | -66.2% | -38.1% |
| 1Y | -18.5% | +20.3% | -38.8% | -22.6% |
| All | -18.5% | +21.7% | -40.2% | -22.6% |
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 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