+250.2%
DOCN vs KNX
+67.7%
+182.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.5% | -0.7% | +1.7% |
| 7D | +1.1% | +7.1% | -5.9% | -1.0% |
| 30D | -9.6% | +1.7% | -11.3% | -10.0% |
| 3M | -37.7% | -8.1% | -29.5% | -36.4% |
| 6M | +115.2% | +14.0% | +101.2% | +109.2% |
| YTD | +133.7% | +38.5% | +95.2% | +115.2% |
| 1Y | +250.2% | +65.4% | +184.7% | +218.9% |
| All | +250.2% | +67.7% | +182.5% | +218.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1y: compounded portfolio wealth divided by compounded KNX 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…
1y analysis · Full analysis span regression · 6 months rolling