+92.2%
RKT vs DOCS
+50.6%
+41.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -0.6% |
| 7D | +24.3% | -1.3% | +25.7% | +24.6% |
| 30D | +27.9% | +19.4% | +8.5% | +24.5% |
| 3M | +6.9% | +53.4% | -46.5% | -0.4% |
| 6M | +5.2% | +28.8% | -23.6% | -0.1% |
| YTD | -23.5% | -25.1% | +1.6% | -22.1% |
| 1Y | -9.1% | -48.1% | +39.1% | -3.5% |
| All | +92.2% | +50.6% | +41.5% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling