+12.5%
KHC vs DOCN
+110.0%
-97.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -7.2% | +10.9% | +3.2% |
| 7D | +6.6% | -20.0% | +26.7% | +5.1% |
| 30D | +16.5% | -38.8% | +55.3% | +13.5% |
| 3M | -3.0% | -34.8% | +31.8% | -4.8% |
| 6M | +17.4% | -22.8% | +40.2% | +15.7% |
| YTD | +10.3% | +74.6% | -64.3% | +12.6% |
| 1Y | +12.5% | +116.4% | -104.0% | +15.4% |
| All | +12.5% | +110.0% | -97.6% | +15.4% |
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 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