+60.1%
DOCN vs RCAT
+183.7%
-123.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +3.0% |
| 7D | +1.1% | -1.4% | +2.5% | +1.3% |
| 30D | -9.6% | -3.3% | -6.3% | -9.4% |
| 3M | -37.7% | -43.2% | +5.5% | -33.9% |
| 6M | +115.2% | -43.2% | +158.4% | +124.8% |
| YTD | +133.7% | +5.5% | +128.2% | +124.9% |
| 1Y | +250.2% | -1.6% | +251.8% | +234.8% |
| 3Y | +320.3% | +773.7% | -453.4% | +207.0% |
| All | +60.1% | +183.7% | -123.7% | +20.6% |
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