+84.7%
KR vs DOCN
+171.0%
-86.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | +0.2% |
| 7D | +1.5% | +1.1% | +0.4% | +1.5% |
| 30D | +4.1% | -9.6% | +13.7% | +3.9% |
| 3M | -5.2% | -37.7% | +32.5% | -5.9% |
| 6M | -12.8% | +115.2% | -128.0% | -11.4% |
| YTD | -4.6% | +133.7% | -138.3% | -2.9% |
| 1Y | -11.7% | +250.2% | -261.8% | -9.4% |
| 3Y | +36.3% | +320.3% | -284.0% | +40.3% |
| 5Y | +40.0% | +53.1% | -13.1% | +40.7% |
| All | +84.7% | +171.0% | -86.3% | +97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling