+15.2%
KDP vs DOCN
+254.3%
-239.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -0.8% |
| 7D | +1.3% | +1.1% | +0.1% | +1.3% |
| 30D | +6.0% | -9.6% | +15.6% | +5.6% |
| 3M | +9.2% | -37.7% | +46.9% | +7.9% |
| 6M | +14.7% | +115.2% | -100.5% | +15.0% |
| YTD | +19.2% | +133.7% | -114.5% | +19.2% |
| 1Y | +15.2% | +250.2% | -235.0% | +13.7% |
| All | +15.2% | +254.3% | -239.2% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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