+13.6%
KNX vs DOCU
-69.6%
+83.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.6% | +3.2% |
| 7D | +9.2% | +4.1% | +5.2% | +8.6% |
| 30D | +0.9% | +7.4% | -6.4% | -0.3% |
| 3M | -12.7% | +26.0% | -38.7% | -15.9% |
| 6M | +7.3% | +79.2% | -71.9% | -2.5% |
| YTD | +23.1% | +18.1% | +5.0% | +18.5% |
| 1Y | +47.1% | +20.5% | +26.5% | +40.9% |
| 3Y | +33.3% | +96.4% | -63.1% | +15.5% |
| All | +13.6% | -69.6% | +83.2% | +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 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