-10.1%
KHC vs DOCN
+182.8%
-192.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -15.9% | +15.4% | -0.9% |
| 7D | +5.9% | -29.3% | +35.2% | +5.0% |
| 30D | +14.9% | -46.0% | +61.0% | +13.4% |
| 3M | 0.0% | -43.2% | +43.2% | -1.2% |
| 6M | +16.2% | -53.7% | +69.9% | +14.8% |
| YTD | +9.8% | +46.9% | -37.1% | +7.5% |
| 1Y | +12.1% | +54.3% | -42.3% | +9.6% |
| All | -10.1% | +182.8% | -192.9% | -12.0% |
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