+54.0%
DOCN vs RIO
+27.0%
+26.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.1% |
| 7D | -19.2% | +2.2% | -21.4% | -20.3% |
| 30D | -43.1% | -10.1% | -32.9% | -38.8% |
| 3M | -40.7% | -14.1% | -26.6% | -34.8% |
| 6M | -55.0% | -18.9% | -36.1% | -49.4% |
| YTD | +50.6% | +9.9% | +40.7% | +46.3% |
| 1Y | +54.0% | +27.0% | +27.0% | +34.8% |
| All | +54.0% | +27.0% | +26.9% | +34.8% |
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