+531.5%
RKLB vs DOCU
-62.4%
+593.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.7% | -4.2% |
| 7D | +15.9% | +4.1% | +11.9% | +14.4% |
| 30D | +4.0% | +7.4% | -3.4% | +1.1% |
| 3M | -23.2% | +26.0% | -49.2% | -30.2% |
| 6M | -50.4% | +79.2% | -129.6% | -61.8% |
| YTD | -11.8% | +18.1% | -29.9% | -22.0% |
| 1Y | +36.0% | +20.5% | +15.5% | +19.6% |
| 3Y | +1,321.0% | +96.4% | +1,224.6% | +858.7% |
| 5Y | +328.2% | -69.5% | +397.7% | +383.4% |
| All | +531.5% | -62.4% | +593.9% | +596.4% |
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