+40.9%
KNX vs DOCU
+11.6%
+29.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +2.5% | -3.7% | +6.2% | +2.8% |
| 30D | -4.4% | +15.0% | -19.4% | -5.8% |
| 3M | -12.7% | +39.9% | -52.6% | -15.3% |
| 6M | +0.9% | +66.2% | -65.3% | -3.3% |
| YTD | +20.3% | +17.7% | +2.6% | +20.6% |
| 1Y | +40.9% | +13.7% | +27.3% | +43.3% |
| All | +40.9% | +11.6% | +29.3% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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