+444.6%
RKLB vs DOCU
-63.9%
+508.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.7% | +17.1% | +16.0% |
| 7D | -3.0% | -5.5% | +2.5% | -1.1% |
| 30D | -26.2% | +12.6% | -38.9% | -29.7% |
| 3M | -29.9% | +36.4% | -66.3% | -38.2% |
| 6M | -37.3% | +66.8% | -104.1% | -50.7% |
| YTD | -23.9% | +13.5% | -37.4% | -31.8% |
| 1Y | +7.0% | +11.3% | -4.3% | -2.9% |
| 3Y | +1,120.0% | +92.1% | +1,027.9% | +728.1% |
| 5Y | +242.2% | -71.0% | +313.2% | +292.1% |
| All | +444.6% | -63.9% | +508.5% | +508.8% |
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