+559.5%
RKLB vs DOCU
-68.2%
+627.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.6% |
| 7D | -0.2% | +6.9% | -7.1% | -2.6% |
| 30D | -14.1% | +19.0% | -33.1% | -19.8% |
| 3M | -46.4% | +34.3% | -80.7% | -53.1% |
| 6M | -10.6% | +48.0% | -58.6% | -26.8% |
| YTD | -7.9% | 0.0% | -7.9% | -12.7% |
| 1Y | +49.5% | -10.3% | +59.7% | +48.0% |
| 3Y | +913.6% | +32.4% | +881.2% | +709.1% |
| 5Y | +375.3% | -77.9% | +453.2% | +493.4% |
| All | +559.5% | -68.2% | +627.7% | +679.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling