+185.8%
RBRK vs DOCU
+38.6%
+147.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.0% |
| 7D | -14.8% | -5.5% | -9.3% | -11.6% |
| 30D | -14.5% | +12.6% | -27.2% | -21.0% |
| 3M | +25.0% | +36.4% | -11.4% | +2.6% |
| 6M | +83.0% | +66.8% | +16.2% | +30.9% |
| YTD | +38.3% | +13.5% | +24.8% | +24.0% |
| 1Y | +47.8% | +11.3% | +36.5% | +32.2% |
| All | +185.8% | +38.6% | +147.2% | +141.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling