+39.9%
KO vs DOCN
+70.8%
-30.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.6% | -8.9% | +1.2% |
| 7D | +1.8% | +3.7% | -1.9% | +2.2% |
| 30D | +8.7% | -33.7% | +42.3% | +6.5% |
| 3M | +13.5% | -27.9% | +41.4% | +12.0% |
| 6M | +25.6% | -46.4% | +72.0% | +23.0% |
| YTD | +42.3% | +81.1% | -38.8% | +45.2% |
| 1Y | +39.9% | +74.3% | -34.4% | +43.1% |
| All | +39.9% | +70.8% | -30.9% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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