+164.6%
DOCN vs KEEL
-40.2%
+204.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +1.9% |
| 7D | +1.1% | +7.8% | -6.6% | -0.8% |
| 30D | -9.6% | -11.7% | +2.1% | -7.4% |
| 3M | -37.7% | -41.5% | +3.8% | -30.2% |
| 6M | +115.2% | +54.9% | +60.3% | +85.2% |
| YTD | +133.7% | +47.7% | +86.1% | +98.8% |
| 1Y | +250.2% | +177.6% | +72.6% | +136.2% |
| 3Y | +320.3% | +164.9% | +155.4% | +129.6% |
| 5Y | +53.1% | -45.9% | +99.0% | +8.2% |
| All | +164.6% | -40.2% | +204.8% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 all: compounded portfolio wealth divided by compounded KEEL 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…
all analysis · Full analysis span regression · 6 months rolling