+203.9%
DOCN vs RRX
+63.4%
+140.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.5% | -3.0% | -0.7% |
| 7D | -19.2% | +7.5% | -26.7% | -22.4% |
| 30D | -43.1% | +3.0% | -46.0% | -43.5% |
| 3M | -40.7% | -5.3% | -35.4% | -38.6% |
| 6M | -55.0% | -26.6% | -28.3% | -46.9% |
| YTD | +50.6% | +21.2% | +29.4% | +32.3% |
| 1Y | +54.0% | +25.9% | +28.0% | +31.7% |
| 3Y | +203.9% | +71.7% | +132.2% | +140.0% |
| All | +203.9% | +63.4% | +140.5% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling