+196.4%
DOCN vs KMB
+4.7%
+191.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +1.5% | -17.4% | -15.4% |
| 7D | -29.3% | +0.4% | -29.7% | -29.0% |
| 30D | -46.0% | +14.1% | -60.2% | -43.7% |
| 3M | -43.2% | -0.5% | -42.7% | -42.3% |
| 6M | -53.7% | +16.6% | -70.3% | -52.0% |
| YTD | +46.9% | +13.7% | +33.2% | +52.0% |
| 1Y | +54.3% | +16.1% | +38.3% | +59.8% |
| All | +196.4% | +4.7% | +191.7% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling