+102.6%
KR vs DOCS
-19.0%
+121.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.4% |
| 7D | +4.6% | +2.6% | +2.0% | +4.6% |
| 30D | +12.2% | +11.4% | +0.8% | +12.3% |
| 3M | +24.6% | +25.4% | -0.8% | +24.8% |
| 6M | +8.2% | +42.5% | -34.4% | +8.6% |
| YTD | +15.3% | -24.7% | +40.0% | +15.4% |
| 1Y | +9.8% | -32.9% | +42.7% | +9.8% |
| 3Y | +71.4% | +39.6% | +31.7% | +70.3% |
| 5Y | +85.1% | -54.6% | +139.7% | +83.5% |
| All | +102.6% | -19.0% | +121.6% | +97.4% |
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