+91.0%
RKT vs DOCU
+96.5%
-5.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.8% |
| 7D | -3.8% | -0.4% | -3.4% | -3.7% |
| 30D | +32.8% | +12.9% | +19.9% | +28.9% |
| 3M | +0.8% | +35.1% | -34.2% | -6.5% |
| 6M | -2.6% | +76.2% | -78.8% | -15.3% |
| YTD | -25.4% | +17.2% | -42.6% | -29.4% |
| 1Y | -19.1% | +16.4% | -35.5% | -23.3% |
| All | +91.0% | +96.5% | -5.6% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling