+29.1%
RIO vs DOCU
+10.8%
+18.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.2% |
| 7D | +4.4% | -4.8% | +9.2% | +3.9% |
| 30D | -8.9% | +9.4% | -18.2% | -8.0% |
| 3M | -12.7% | +29.0% | -41.7% | -10.4% |
| 6M | -16.2% | +62.3% | -78.5% | -11.5% |
| YTD | +13.4% | +13.7% | -0.3% | +21.7% |
| All | +29.1% | +10.8% | +18.3% | +38.8% |
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