+70.4%
KNX vs DOCU
-14.9%
+85.3%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +3.4% |
| 7D | +7.4% | +6.9% | +0.5% | +6.7% |
| 30D | +2.0% | +19.0% | -17.0% | +0.1% |
| 3M | -7.9% | +34.3% | -42.2% | -10.6% |
| 6M | +14.4% | +48.0% | -33.6% | +9.4% |
| YTD | +38.9% | 0.0% | +38.9% | +42.1% |
| All | +70.4% | -14.9% | +85.3% | +80.9% |
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