-14.2%
RKT vs DOCS
-20.2%
+6.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.6% |
| 7D | +10.3% | 0.0% | +10.3% | +10.3% |
| 30D | +32.3% | +7.8% | +24.5% | +30.3% |
| 3M | +10.7% | +20.0% | -9.2% | +6.3% |
| 6M | -3.2% | +26.5% | -29.7% | -9.7% |
| YTD | -21.5% | -25.8% | +4.2% | -18.8% |
| 1Y | -6.0% | -39.5% | +33.5% | +1.2% |
| 3Y | +104.2% | +60.3% | +43.9% | +58.8% |
| 5Y | +2.5% | -57.0% | +59.5% | -8.7% |
| All | -14.2% | -20.2% | +6.0% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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