+19.6%
KNX vs DOCU
+87.9%
-68.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.5% |
| 7D | -3.9% | -5.5% | +1.7% | -3.1% |
| 30D | -8.2% | +12.6% | -20.8% | -10.0% |
| 3M | -15.4% | +36.4% | -51.8% | -19.5% |
| 6M | -8.6% | +66.8% | -75.4% | -15.9% |
| YTD | +12.7% | +13.5% | -0.8% | +9.8% |
| 1Y | +33.4% | +11.3% | +22.1% | +30.1% |
| 3Y | +19.6% | +92.1% | -72.4% | -2.0% |
| All | +19.6% | +87.9% | -68.3% | -2.0% |
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