+70.5%
DOCN vs KMB
-0.2%
+70.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.4% | +2.1% |
| 7D | -19.2% | +0.5% | -19.6% | -18.9% |
| 30D | -43.1% | +12.4% | -55.4% | -41.7% |
| 3M | -40.7% | +1.0% | -41.7% | -40.1% |
| 6M | -55.0% | +12.1% | -67.1% | -54.2% |
| YTD | +50.6% | +11.6% | +39.0% | +53.2% |
| 1Y | +54.0% | +13.1% | +40.8% | +56.6% |
| 3Y | +203.9% | +1.6% | +202.3% | +207.6% |
| 5Y | -29.4% | -0.3% | -29.0% | -29.0% |
| All | +70.5% | -0.2% | +70.7% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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