+20.8%
RKLB vs DOCS
-40.0%
+60.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.4% | +7.9% | +6.6% |
| 7D | +15.2% | -0.6% | +15.8% | +15.3% |
| 30D | -8.1% | +6.3% | -14.4% | -8.0% |
| 3M | -21.7% | +26.5% | -48.1% | -22.0% |
| 6M | -40.5% | +24.8% | -65.3% | -41.1% |
| YTD | -10.1% | -26.8% | +16.7% | -5.4% |
| 1Y | +20.8% | -38.3% | +59.1% | +36.9% |
| All | +20.8% | -40.0% | +60.8% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling