-18.5%
RKLB vs DOCU
+11.4%
-29.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.0% | -10.2% | -12.5% |
| 7D | -22.2% | -3.2% | -19.0% | -22.7% |
| 30D | -38.7% | +15.7% | -54.4% | -37.0% |
| 3M | -38.5% | +37.3% | -75.8% | -34.8% |
| 6M | -41.6% | +63.1% | -104.7% | -35.7% |
| YTD | -34.1% | +15.4% | -49.5% | -15.5% |
| 1Y | -18.5% | +11.3% | -29.8% | +9.4% |
| All | -18.5% | +11.4% | -29.9% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling