+9.8%
KR vs DOC
+21.6%
-11.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +4.6% | -0.9% | +5.5% | +4.6% |
| 30D | +12.2% | +7.7% | +4.5% | +11.6% |
| 3M | +24.6% | -2.0% | +26.6% | +24.4% |
| 6M | +8.2% | +5.9% | +2.3% | +8.2% |
| YTD | +15.3% | +31.8% | -16.6% | +13.4% |
| 1Y | +9.8% | +22.5% | -12.8% | +11.4% |
| All | +9.8% | +21.6% | -11.9% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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