+73.7%
RIO vs DOCU
-9.0%
+82.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.6% |
| 7D | 0.0% | +6.9% | -6.9% | +0.3% |
| 30D | +4.0% | +19.0% | -15.0% | +4.9% |
| 3M | +0.1% | +34.3% | -34.2% | +2.0% |
| 6M | +12.7% | +48.0% | -35.3% | +15.7% |
| YTD | +35.6% | 0.0% | +35.5% | +42.5% |
| 1Y | +73.7% | -10.3% | +84.0% | +83.5% |
| All | +73.7% | -9.0% | +82.7% | +83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling