-68.6%
DOCS vs KRMN
+17.4%
-86.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -11.3% | +10.3% | +0.5% |
| 7D | -8.1% | -12.9% | +4.8% | -6.6% |
| 30D | -5.6% | -43.3% | +37.7% | +1.2% |
| 3M | +18.3% | -27.2% | +45.5% | +22.1% |
| 6M | -5.1% | -66.8% | +61.7% | +9.6% |
| YTD | -45.4% | -51.9% | +6.5% | -43.5% |
| 1Y | -65.2% | -43.7% | -21.5% | -65.6% |
| All | -68.6% | +17.4% | -86.0% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded KRMN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling