+68.2%
KR vs DOCN
+248.6%
-180.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.6% | -8.3% | +1.8% |
| 7D | +0.8% | +3.7% | -3.0% | +1.1% |
| 30D | +11.1% | -33.7% | +44.8% | +9.1% |
| 3M | +24.4% | -27.9% | +52.3% | +23.0% |
| 6M | +8.5% | -46.4% | +55.0% | +6.6% |
| YTD | +13.1% | +81.1% | -68.0% | +17.0% |
| 1Y | +9.3% | +74.3% | -65.0% | +13.0% |
| All | +68.2% | +248.6% | -180.4% | +82.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling