+1.7%
RKT vs DOCN
-32.3%
+33.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +1.1% |
| 7D | +17.7% | -19.2% | +36.8% | +22.5% |
| 30D | +31.6% | -43.1% | +74.7% | +46.3% |
| 3M | +13.9% | -40.7% | +54.6% | +23.7% |
| 6M | +2.8% | -55.0% | +57.8% | +17.0% |
| YTD | -22.2% | +50.6% | -72.8% | -38.5% |
| 1Y | -3.5% | +54.0% | -57.5% | -24.3% |
| 3Y | +95.3% | +203.9% | -108.6% | +15.0% |
| All | +1.7% | -32.3% | +33.9% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling