+6.3%
KNX vs DOCU
-71.0%
+77.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -19.6% |
| 6M | -8.6% | +66.8% | -75.4% | -16.1% |
| YTD | +12.7% | +13.5% | -0.8% | +9.1% |
| 1Y | +33.4% | +11.3% | +22.1% | +29.3% |
| 3Y | +19.6% | +92.1% | -72.4% | +4.0% |
| All | +6.3% | -71.0% | +77.4% | -2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling