+29.6%
KDP vs DOCN
+236.1%
-206.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -7.2% | +13.1% | +5.7% |
| 7D | +5.3% | -20.0% | +25.4% | +4.9% |
| 30D | +19.1% | -38.8% | +57.9% | +18.1% |
| 3M | +19.2% | -34.8% | +54.0% | +18.4% |
| 6M | +29.3% | -22.8% | +52.1% | +28.2% |
| YTD | +35.5% | +74.6% | -39.1% | +33.0% |
| 1Y | +43.5% | +116.4% | -73.0% | +40.1% |
| All | +29.6% | +236.1% | -206.4% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling