+95.3%
RKT vs DOCS
+47.6%
+47.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.9% |
| 7D | +17.7% | -0.8% | +18.4% | +17.8% |
| 30D | +31.6% | +17.4% | +14.2% | +28.5% |
| 3M | +13.9% | +57.4% | -43.4% | +5.7% |
| 6M | +2.8% | +26.5% | -23.7% | -2.1% |
| YTD | -22.2% | -26.6% | +4.4% | -20.6% |
| 1Y | -3.5% | -48.1% | +44.5% | +2.4% |
| 3Y | +95.3% | +52.6% | +42.6% | +42.0% |
| All | +95.3% | +47.6% | +47.7% | +42.0% |
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