+84.1%
KR vs DOCN
-29.3%
+113.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.3% |
| 7D | +4.6% | +19.1% | -14.5% | +5.1% |
| 30D | +12.2% | -21.0% | +33.2% | +11.7% |
| 3M | +24.6% | -34.7% | +59.3% | +23.6% |
| 6M | +8.2% | -45.8% | +54.0% | +7.3% |
| YTD | +15.3% | +79.4% | -64.1% | +16.4% |
| 1Y | +9.8% | +91.0% | -81.3% | +10.9% |
| 3Y | +71.4% | +237.5% | -166.1% | +73.9% |
| All | +84.1% | -29.3% | +113.4% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling