+70.5%
DOCN vs RCAT
-7.8%
+78.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +18.6% | -16.1% | +0.5% |
| 7D | -19.2% | -12.7% | -6.4% | -18.0% |
| 30D | -43.1% | -34.3% | -8.7% | -40.5% |
| 3M | -40.7% | -53.4% | +12.7% | -36.1% |
| 6M | -55.0% | -62.0% | +7.0% | -51.0% |
| YTD | +50.6% | -49.1% | +99.7% | +57.5% |
| 1Y | +54.0% | -53.1% | +107.1% | +61.4% |
| 3Y | +203.9% | +318.7% | -114.8% | +168.2% |
| 5Y | -29.4% | +48.5% | -77.9% | -37.1% |
| All | +70.5% | -7.8% | +78.3% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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