+4.3%
RGTI vs DOCN
+113.2%
-108.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.4% | -10.4% | -8.5% |
| 7D | +4.9% | +27.4% | -22.5% | -6.1% |
| 30D | -19.2% | -29.7% | +10.6% | -7.1% |
| 3M | -43.9% | -32.5% | -11.5% | -35.2% |
| 6M | -45.8% | -42.2% | -3.7% | -34.0% |
| YTD | -53.4% | +87.2% | -140.5% | -68.9% |
| 1Y | -63.5% | +86.2% | -149.7% | -75.5% |
| 3Y | +964.9% | +257.4% | +707.5% | +410.0% |
| 5Y | -2.1% | -27.4% | +25.3% | -39.5% |
| All | +4.3% | +113.2% | -108.8% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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