+213.8%
RRX vs DOC
-2.1%
+215.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.9% |
| 7D | +3.4% | -1.5% | +4.9% | +4.1% |
| 30D | -11.1% | -4.8% | -6.4% | -9.3% |
| 3M | -23.7% | +6.9% | -30.6% | -26.4% |
| 6M | -22.0% | +20.7% | -42.7% | -29.2% |
| YTD | +16.5% | +34.1% | -17.7% | +0.7% |
| 1Y | +11.5% | +22.6% | -11.1% | +0.2% |
| 3Y | +1.5% | +20.8% | -19.3% | -9.4% |
| 5Y | +18.3% | -24.9% | +43.1% | +28.4% |
| All | +213.8% | -2.1% | +215.9% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling