+29.5%
KNX vs DOCU
+94.3%
-64.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.1% | -3.4% | +2.2% | -0.6% |
| 30D | -3.7% | +9.3% | -12.9% | -5.1% |
| 3M | -9.3% | +30.2% | -39.5% | -13.1% |
| 6M | -2.5% | +62.1% | -64.6% | -9.9% |
| YTD | +19.8% | +13.5% | +6.3% | +16.7% |
| 1Y | +37.3% | +11.5% | +25.8% | +33.9% |
| 3Y | +29.5% | +89.5% | -60.0% | +11.3% |
| All | +29.5% | +94.3% | -64.9% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling