+437.5%
RKLB vs DOCU
-62.6%
+500.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.8% |
| 7D | -10.6% | -3.7% | -6.9% | -9.5% |
| 30D | -28.3% | +15.0% | -43.2% | -32.2% |
| 3M | -29.7% | +39.9% | -69.6% | -38.6% |
| 6M | -34.8% | +66.2% | -100.9% | -48.6% |
| YTD | -24.9% | +17.7% | -42.6% | -33.5% |
| 1Y | -7.4% | +13.7% | -21.1% | -16.4% |
| 3Y | +1,036.0% | +95.9% | +940.1% | +667.2% |
| 5Y | +232.7% | -71.7% | +304.4% | +281.6% |
| All | +437.5% | -62.6% | +500.0% | +493.2% |
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