+12.5%
KHC vs DOCS
-47.4%
+59.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.6% | +3.5% |
| 7D | +6.6% | +1.2% | +5.4% | +6.5% |
| 30D | +16.5% | +21.3% | -4.8% | +15.7% |
| 3M | -3.0% | +58.4% | -61.4% | -4.6% |
| 6M | +17.4% | +39.3% | -21.9% | +15.0% |
| YTD | +10.3% | -21.7% | +32.0% | +5.7% |
| 1Y | +12.5% | -47.3% | +59.8% | +8.0% |
| All | +12.5% | -47.4% | +59.9% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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