+60.3%
KR vs DOCN
+189.9%
-129.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.5% | -5.0% | -2.3% |
| 7D | +1.4% | -19.2% | +20.6% | +0.3% |
| 30D | +14.3% | -43.1% | +57.3% | +11.3% |
| 3M | +18.9% | -40.7% | +59.6% | +16.4% |
| 6M | +3.8% | -55.0% | +58.8% | +1.0% |
| YTD | +10.2% | +50.6% | -40.4% | +12.6% |
| 1Y | +9.2% | +54.0% | -44.8% | +11.7% |
| 3Y | +60.3% | +203.9% | -143.6% | +64.7% |
| All | +60.3% | +189.9% | -129.6% | +64.7% |
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