+524.5%
RKLB vs DOCS
-36.0%
+560.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.5% |
| 7D | -0.2% | -1.4% | +1.2% | +0.2% |
| 30D | -14.1% | +21.8% | -35.9% | -20.2% |
| 3M | -46.4% | +27.3% | -73.7% | -51.2% |
| 6M | -10.6% | -0.3% | -10.3% | -14.4% |
| YTD | -7.9% | -40.5% | +32.6% | +2.7% |
| 1Y | +49.5% | -61.5% | +111.0% | +92.0% |
| 3Y | +913.6% | +8.2% | +905.4% | +746.1% |
| 5Y | +375.3% | -73.4% | +448.7% | +435.1% |
| All | +524.5% | -36.0% | +560.5% | +534.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling