+415.7%
RKLB vs DOCS
-21.0%
+436.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.0% | +17.4% | +16.0% |
| 7D | -3.0% | -0.8% | -2.3% | -2.9% |
| 30D | -26.2% | +17.4% | -43.6% | -29.9% |
| 3M | -29.9% | +57.4% | -87.2% | -39.9% |
| 6M | -37.3% | +26.5% | -63.9% | -44.4% |
| YTD | -23.9% | -26.6% | +2.7% | -20.8% |
| 1Y | +7.0% | -48.1% | +55.0% | +24.1% |
| 3Y | +1,120.0% | +52.6% | +1,067.4% | +805.5% |
| 5Y | +242.2% | -52.1% | +294.3% | +231.8% |
| All | +415.7% | -21.0% | +436.8% | +389.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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