+37.3%
KNX vs DOCU
+10.7%
+26.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.1% | -3.4% | +2.2% | -0.8% |
| 30D | -3.7% | +9.3% | -12.9% | -4.6% |
| 3M | -9.3% | +30.2% | -39.5% | -11.5% |
| 6M | -2.5% | +62.1% | -64.6% | -6.2% |
| YTD | +19.8% | +13.5% | +6.3% | +20.4% |
| 1Y | +37.3% | +11.5% | +25.8% | +38.1% |
| All | +37.3% | +10.7% | +26.6% | +38.1% |
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