-30.7%
RKT vs DOCN
+108.0%
-138.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.8% |
| 7D | -9.0% | +19.1% | -28.1% | -12.3% |
| 30D | +30.2% | -21.0% | +51.2% | +34.7% |
| 3M | -8.8% | -34.7% | +25.9% | -3.0% |
| 6M | -0.9% | -45.8% | +44.8% | +7.6% |
| YTD | -29.2% | +79.4% | -108.6% | -45.0% |
| 1Y | -20.1% | +91.0% | -111.1% | -38.9% |
| 3Y | +81.3% | +237.5% | -156.1% | +10.7% |
| 5Y | -6.6% | -30.4% | +23.8% | -33.8% |
| All | -30.7% | +108.0% | -138.7% | -57.1% |
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