+293.9%
DOCN vs KVUE
-17.7%
+311.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.9% | +14.5% | +12.7% |
| 7D | +16.3% | -1.9% | +18.2% | +16.3% |
| 30D | +2.0% | -3.3% | +5.3% | +2.1% |
| 3M | -25.2% | +6.0% | -31.1% | -25.8% |
| 6M | +132.7% | +2.3% | +130.3% | +131.1% |
| YTD | +163.3% | +10.3% | +152.9% | +159.5% |
| 1Y | +280.3% | +4.6% | +275.8% | +276.1% |
| 3Y | +371.8% | -2.2% | +374.0% | +356.2% |
| All | +293.9% | -17.7% | +311.6% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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