+372.0%
RKLB vs DOCU
-63.3%
+435.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.0% | -10.2% | -11.5% |
| 7D | -22.2% | -3.2% | -19.0% | -21.3% |
| 30D | -38.7% | +15.7% | -54.4% | -42.1% |
| 3M | -38.5% | +37.3% | -75.8% | -45.9% |
| 6M | -41.6% | +63.1% | -104.7% | -53.6% |
| YTD | -34.1% | +15.4% | -49.5% | -41.2% |
| 1Y | -18.5% | +11.3% | -29.8% | -25.8% |
| 3Y | +897.6% | +92.1% | +805.5% | +578.9% |
| 5Y | +196.5% | -70.5% | +267.0% | +238.1% |
| All | +372.0% | -63.3% | +435.3% | +425.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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