+43.2%
KO vs DOCS
-47.4%
+90.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.3% | -5.3% | +1.1% |
| 7D | +4.4% | +1.2% | +3.2% | +4.4% |
| 30D | +10.7% | +21.3% | -10.6% | +11.0% |
| 3M | +11.3% | +58.4% | -47.0% | +12.1% |
| 6M | +24.0% | +39.3% | -15.2% | +24.1% |
| YTD | +39.7% | -21.7% | +61.4% | +36.8% |
| 1Y | +43.2% | -47.3% | +90.6% | +41.4% |
| All | +43.2% | -47.4% | +90.7% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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