+1,120.0%
RKLB vs DOCS
+47.6%
+1,072.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.0% | +17.4% | +15.8% |
| 7D | -3.0% | -0.8% | -2.3% | -2.9% |
| 30D | -26.2% | +17.4% | -43.6% | -28.9% |
| 3M | -29.9% | +57.4% | -87.2% | -37.5% |
| 6M | -37.3% | +26.5% | -63.9% | -42.5% |
| YTD | -23.9% | -26.6% | +2.7% | -19.6% |
| 1Y | +7.0% | -48.1% | +55.0% | +24.7% |
| 3Y | +1,120.0% | +52.6% | +1,067.4% | +915.2% |
| All | +1,120.0% | +47.6% | +1,072.4% | +915.2% |
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