-31.1%
DOCN vs RCAT
+25.6%
-56.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -14.9% | -1.0% | -13.7% |
| 7D | -29.3% | -32.6% | +3.3% | -25.1% |
| 30D | -46.0% | -46.3% | +0.3% | -41.0% |
| 3M | -43.2% | -60.7% | +17.5% | -35.5% |
| 6M | -53.7% | -67.4% | +13.6% | -46.8% |
| YTD | +46.9% | -57.1% | +104.0% | +59.3% |
| 1Y | +54.3% | -63.8% | +118.1% | +69.6% |
| 3Y | +185.5% | +268.1% | -82.6% | +120.7% |
| 5Y | -31.1% | +25.2% | -56.3% | -29.5% |
| All | -31.1% | +25.6% | -56.7% | -29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling