+118.2%
KO vs DOCN
+74.7%
+43.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | 0.0% |
| 7D | +1.7% | -19.2% | +20.8% | +1.5% |
| 30D | +11.5% | -43.1% | +54.5% | +11.0% |
| 3M | +10.8% | -40.7% | +51.5% | +10.4% |
| 6M | +22.3% | -55.0% | +77.2% | +21.8% |
| YTD | +39.5% | +50.6% | -11.1% | +38.0% |
| 1Y | +42.2% | +54.0% | -11.7% | +40.6% |
| 3Y | +83.1% | +203.9% | -120.8% | +78.0% |
| 5Y | +94.8% | -29.4% | +124.2% | +88.0% |
| All | +118.2% | +74.7% | +43.6% | +120.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling