+164.6%
DOCN vs RIO
+109.2%
+55.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.6% |
| 7D | +1.1% | 0.0% | +1.2% | +1.1% |
| 30D | -9.6% | +4.0% | -13.6% | -11.7% |
| 3M | -37.7% | +0.1% | -37.8% | -37.9% |
| 6M | +115.2% | +12.7% | +102.5% | +101.1% |
| YTD | +133.7% | +35.6% | +98.2% | +96.4% |
| 1Y | +250.2% | +73.7% | +176.5% | +157.7% |
| 3Y | +320.3% | +93.3% | +227.0% | +187.8% |
| 5Y | +53.1% | +92.4% | -39.3% | +3.4% |
| All | +164.6% | +109.2% | +55.5% | +79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling