+466.2%
RKLB vs DOCN
+171.0%
+295.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.4% |
| 7D | -0.2% | +1.1% | -1.3% | -0.7% |
| 30D | -14.1% | -9.6% | -4.5% | -11.2% |
| 3M | -46.4% | -37.7% | -8.7% | -36.1% |
| 6M | -10.6% | +115.2% | -125.9% | -39.0% |
| YTD | -7.9% | +133.7% | -141.6% | -40.5% |
| 1Y | +49.5% | +250.2% | -200.7% | -18.7% |
| 3Y | +913.6% | +320.3% | +593.3% | +379.9% |
| 5Y | +375.3% | +53.1% | +322.2% | +179.4% |
| All | +466.2% | +171.0% | +295.2% | +218.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling