+96.3%
KR vs DOCS
-21.3%
+117.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +0.9% |
| 7D | +2.7% | -0.6% | +3.2% | +2.7% |
| 30D | +11.3% | +6.3% | +5.0% | +11.4% |
| 3M | +22.3% | +26.5% | -4.2% | +22.5% |
| 6M | +5.8% | +24.8% | -19.0% | +6.1% |
| YTD | +11.7% | -26.8% | +38.5% | +11.8% |
| 1Y | +8.9% | -38.3% | +47.2% | +8.9% |
| 3Y | +67.1% | +36.0% | +31.1% | +66.0% |
| 5Y | +80.0% | -55.0% | +135.0% | +78.4% |
| All | +96.3% | -21.3% | +117.5% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling