+884.1%
RKLB vs DOCS
+9.5%
+874.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.4% |
| 7D | -0.2% | -1.4% | +1.2% | +0.1% |
| 30D | -14.1% | +21.8% | -35.9% | -19.0% |
| 3M | -46.4% | +27.3% | -73.7% | -50.2% |
| 6M | -10.6% | -0.3% | -10.3% | -13.3% |
| YTD | -7.9% | -40.5% | +32.6% | +2.8% |
| 1Y | +49.5% | -61.5% | +111.0% | +91.1% |
| All | +884.1% | +9.5% | +874.6% | +759.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling