+418.6%
RKLB vs DOCN
+88.7%
+329.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +8.0% | +2.9% | +7.7% |
| 7D | +13.0% | -12.8% | +25.8% | +19.8% |
| 30D | -13.7% | -41.9% | +28.2% | +7.2% |
| 3M | -28.9% | -36.9% | +8.0% | -15.9% |
| 6M | -44.2% | -52.2% | +8.0% | -27.6% |
| YTD | -15.6% | +62.7% | -78.3% | -37.5% |
| 1Y | +14.0% | +58.2% | -44.3% | -14.1% |
| 3Y | +1,275.2% | +219.5% | +1,055.8% | +624.6% |
| 5Y | +296.6% | -32.9% | +329.5% | +185.9% |
| All | +418.6% | +88.7% | +329.9% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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