-26.6%
RKT vs DOCU
-9.0%
-17.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -2.1% |
| 7D | +2.1% | +6.9% | -4.8% | +0.4% |
| 30D | +1.4% | +19.0% | -17.6% | -2.9% |
| 3M | +6.3% | +34.3% | -28.0% | -1.5% |
| 6M | -15.5% | +48.0% | -63.5% | -23.2% |
| YTD | -27.4% | 0.0% | -27.4% | -26.8% |
| 1Y | -26.6% | -10.3% | -16.3% | -23.6% |
| All | -26.6% | -9.0% | -17.5% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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