+504.1%
RKLB vs DOCU
-63.8%
+567.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.2% | +10.7% | +10.8% |
| 7D | +13.0% | -4.8% | +17.8% | +14.9% |
| 30D | -13.7% | +9.4% | -23.1% | -16.8% |
| 3M | -28.9% | +29.0% | -58.0% | -36.2% |
| 6M | -44.2% | +62.3% | -106.5% | -55.5% |
| YTD | -15.6% | +13.7% | -29.3% | -24.4% |
| 1Y | +14.0% | +11.5% | +2.4% | +3.4% |
| 3Y | +1,275.2% | +94.2% | +1,181.1% | +829.1% |
| 5Y | +296.6% | -71.7% | +368.4% | +357.3% |
| All | +504.1% | -63.8% | +567.9% | +574.9% |
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