+1.7%
RKT vs DOCU
-71.0%
+72.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.1% |
| 7D | +17.7% | -5.5% | +23.2% | +19.7% |
| 30D | +31.6% | +12.6% | +19.0% | +26.7% |
| 3M | +13.9% | +36.4% | -22.5% | +2.9% |
| 6M | +2.8% | +66.8% | -64.0% | -13.4% |
| YTD | -22.2% | +13.5% | -35.7% | -27.1% |
| 1Y | -3.5% | +11.3% | -14.8% | -9.1% |
| 3Y | +95.3% | +92.1% | +3.2% | +41.4% |
| All | +1.7% | -71.0% | +72.7% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling