+305.2%
RKLB vs DOCN
+70.4%
+234.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -15.9% | +3.7% | -5.8% |
| 7D | -22.2% | -29.3% | +7.1% | -10.6% |
| 30D | -38.7% | -46.0% | +7.3% | -21.9% |
| 3M | -38.5% | -43.2% | +4.7% | -24.3% |
| 6M | -41.6% | -53.7% | +12.1% | -22.7% |
| YTD | -34.1% | +46.9% | -81.0% | -49.3% |
| 1Y | -18.5% | +54.3% | -72.8% | -38.2% |
| 3Y | +897.6% | +185.5% | +712.1% | +448.2% |
| 5Y | +196.5% | -31.1% | +227.6% | +118.2% |
| All | +305.2% | +70.4% | +234.8% | +171.7% |
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