+195.3%
RIO vs DOCU
+107.7%
+87.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.5% |
| 7D | -0.1% | -3.2% | +3.1% | +0.2% |
| 30D | -13.3% | +15.7% | -29.0% | -14.5% |
| 3M | -16.3% | +37.3% | -53.6% | -19.0% |
| 6M | -15.4% | +63.1% | -78.6% | -19.9% |
| YTD | +9.2% | +15.4% | -6.2% | +6.7% |
| 1Y | +26.5% | +11.3% | +15.2% | +24.0% |
| 3Y | +49.9% | +92.1% | -42.2% | +34.3% |
| 5Y | +93.9% | -70.5% | +164.4% | +101.5% |
| All | +195.3% | +107.7% | +87.7% | +137.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling