-6.3%
RKT vs DOCS
-73.4%
+67.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.5% |
| 7D | +2.1% | -1.4% | +3.5% | +2.5% |
| 30D | +1.4% | +21.8% | -20.4% | -4.1% |
| 3M | +6.3% | +27.3% | -21.0% | -0.5% |
| 6M | -15.5% | -0.3% | -15.1% | -17.3% |
| YTD | -27.4% | -40.5% | +13.1% | -20.3% |
| 1Y | -26.6% | -61.5% | +35.0% | -11.4% |
| 3Y | +41.2% | +8.2% | +33.1% | +14.7% |
| All | -6.3% | -73.4% | +67.2% | -11.7% |
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