-27.0%
RKT vs DOCN
+91.6%
-118.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.6% | -6.4% | -5.2% |
| 7D | +4.6% | -12.1% | +16.8% | +6.8% |
| 30D | +25.9% | -41.0% | +66.9% | +38.4% |
| 3M | +5.0% | -38.7% | +43.7% | +12.9% |
| 6M | -7.9% | -51.5% | +43.6% | +2.5% |
| YTD | -25.4% | +65.3% | -90.6% | -41.0% |
| 1Y | -15.4% | +53.9% | -69.3% | -32.0% |
| 3Y | +83.3% | +215.6% | -132.2% | +13.4% |
| 5Y | -0.8% | -26.2% | +25.4% | -29.4% |
| All | -27.0% | +91.6% | -118.6% | -53.9% |
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