-6.3%
RKT vs DOCU
-78.0%
+71.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -2.3% |
| 7D | +2.1% | +6.9% | -4.8% | -0.1% |
| 30D | +1.4% | +19.0% | -17.6% | -4.1% |
| 3M | +6.3% | +34.3% | -28.0% | -3.5% |
| 6M | -15.5% | +48.0% | -63.5% | -26.4% |
| YTD | -27.4% | 0.0% | -27.4% | -29.0% |
| 1Y | -26.6% | -10.3% | -16.3% | -26.0% |
| 3Y | +41.2% | +32.4% | +8.8% | +16.4% |
| All | -6.3% | -78.0% | +71.7% | +0.1% |
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