+196.5%
RKLB vs DOCN
-34.6%
+231.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -15.9% | +3.7% | -5.4% |
| 7D | -22.2% | -29.3% | +7.1% | -9.9% |
| 30D | -38.7% | -46.0% | +7.3% | -20.9% |
| 3M | -38.5% | -43.2% | +4.7% | -23.5% |
| 6M | -41.6% | -53.7% | +12.1% | -21.6% |
| YTD | -34.1% | +46.9% | -81.0% | -50.6% |
| 1Y | -18.5% | +54.3% | -72.8% | -39.9% |
| 3Y | +897.6% | +185.5% | +712.1% | +413.6% |
| 5Y | +196.5% | -31.1% | +227.6% | +110.2% |
| All | +196.5% | -34.6% | +231.1% | +110.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling