-0.8%
RKT vs DOCS
-49.9%
+49.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.5% |
| 7D | +4.6% | -0.6% | +5.2% | +4.8% |
| 30D | +25.9% | +6.3% | +19.6% | +24.1% |
| 3M | +5.0% | +26.5% | -21.5% | -1.0% |
| 6M | -7.9% | +24.8% | -32.7% | -14.8% |
| YTD | -25.4% | -26.8% | +1.4% | -21.9% |
| 1Y | -15.4% | -38.3% | +22.9% | -7.8% |
| 3Y | +83.3% | +36.0% | +47.3% | +38.1% |
| 5Y | -0.8% | -55.0% | +54.2% | -13.8% |
| All | -0.8% | -49.9% | +49.1% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling