+147.6%
RBRK vs DOCU
+16.2%
+131.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | +0.9% |
| 7D | +3.7% | +0.7% | +3.0% | +3.1% |
| 30D | +1.7% | +8.0% | -6.3% | -3.2% |
| 3M | +27.7% | +41.0% | -13.2% | +1.3% |
| 6M | +60.3% | +33.7% | +26.6% | +32.2% |
| YTD | +19.8% | -4.9% | +24.7% | +20.3% |
| 1Y | -4.2% | -20.4% | +16.2% | +5.4% |
| All | +147.6% | +16.2% | +131.5% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling