-20.1%
RKT vs DOCS
-33.3%
+13.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -9.0% | +2.6% | -11.5% | -9.5% |
| 30D | +30.2% | +11.4% | +18.8% | +27.1% |
| 3M | -8.8% | +25.4% | -34.2% | -13.5% |
| 6M | -0.9% | +42.5% | -43.5% | -9.9% |
| YTD | -29.2% | -24.7% | -4.5% | -16.4% |
| 1Y | -20.1% | -32.9% | +12.9% | +0.9% |
| All | -20.1% | -33.3% | +13.3% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling