+35.8%
KNX vs DOCU
+10.8%
+25.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.2% |
| 7D | -0.3% | -4.8% | +4.4% | +0.1% |
| 30D | -4.7% | +9.4% | -14.1% | -5.6% |
| 3M | -12.0% | +29.0% | -41.0% | -14.1% |
| 6M | -3.5% | +62.3% | -65.9% | -7.3% |
| YTD | +18.6% | +13.7% | +4.9% | +19.1% |
| All | +35.8% | +10.8% | +25.0% | +36.7% |
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