+116.4%
DOCN vs RIO
+29.3%
+87.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.6% | -10.8% | -9.5% |
| 7D | -20.0% | -1.6% | -18.4% | -19.2% |
| 30D | -38.8% | -11.6% | -27.2% | -33.6% |
| 3M | -34.8% | -12.7% | -22.1% | -29.0% |
| 6M | -22.8% | -12.4% | -10.4% | -15.7% |
| YTD | +74.6% | +11.0% | +63.6% | +61.1% |
| 1Y | +116.4% | +30.8% | +85.6% | +47.7% |
| All | +116.4% | +29.3% | +87.1% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling