+437.5%
RKLB vs DOC
-10.7%
+448.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -5.4% |
| 7D | -10.6% | +8.7% | -19.4% | -14.6% |
| 30D | -28.3% | +7.6% | -35.9% | -31.4% |
| 3M | -29.7% | -5.3% | -24.4% | -28.1% |
| 6M | -34.8% | +27.6% | -62.4% | -44.7% |
| YTD | -24.9% | +32.4% | -57.3% | -37.7% |
| 1Y | -7.4% | +22.9% | -30.3% | -19.9% |
| 3Y | +1,036.0% | +43.1% | +992.9% | +805.6% |
| 5Y | +232.7% | -21.4% | +254.1% | +220.2% |
| All | +437.5% | -10.7% | +448.1% | +389.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling