+9.1%
KDP vs DOCN
+171.0%
-161.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -0.9% |
| 7D | +1.3% | +1.1% | +0.1% | +1.3% |
| 30D | +6.0% | -9.6% | +15.6% | +6.0% |
| 3M | +9.2% | -37.7% | +46.9% | +9.6% |
| 6M | +14.7% | +115.2% | -100.5% | +12.4% |
| YTD | +19.2% | +133.7% | -114.5% | +16.4% |
| 1Y | +15.2% | +250.2% | -235.0% | +11.4% |
| 3Y | +6.0% | +320.3% | -314.3% | +1.0% |
| 5Y | +5.4% | +53.1% | -47.7% | +1.1% |
| All | +9.1% | +171.0% | -161.9% | +7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling