+8.9%
KR vs DOC
+22.2%
-13.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +0.9% |
| 7D | +2.7% | +4.3% | -1.7% | +2.3% |
| 30D | +11.3% | +9.2% | +2.1% | +10.6% |
| 3M | +22.3% | -0.8% | +23.1% | +22.0% |
| 6M | +5.8% | +7.1% | -1.3% | +5.7% |
| YTD | +11.7% | +34.0% | -22.3% | +9.9% |
| 1Y | +8.9% | +23.2% | -14.3% | +11.3% |
| All | +8.9% | +22.2% | -13.4% | +11.3% |
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