+47.1%
KNX vs DOCU
+18.5%
+28.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.6% | +3.3% |
| 7D | +9.2% | +4.1% | +5.2% | +8.9% |
| 30D | +0.9% | +7.4% | -6.4% | +0.2% |
| 3M | -12.7% | +26.0% | -38.7% | -14.5% |
| 6M | +7.3% | +79.2% | -71.9% | +3.1% |
| YTD | +23.1% | +18.1% | +5.0% | +22.6% |
| 1Y | +47.1% | +20.5% | +26.5% | +46.1% |
| All | +47.1% | +18.5% | +28.6% | +46.1% |
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