+94.6%
KR vs DOCS
-20.2%
+114.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.5% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +10.3% | +7.8% | +2.6% | +10.4% |
| 3M | +20.7% | +20.0% | +0.7% | +20.9% |
| 6M | +4.9% | +26.5% | -21.6% | +5.2% |
| YTD | +10.7% | -25.8% | +36.5% | +10.8% |
| 1Y | +7.2% | -39.5% | +46.6% | +7.2% |
| 3Y | +65.7% | +60.3% | +5.3% | +64.5% |
| 5Y | +80.8% | -57.0% | +137.8% | +79.3% |
| All | +94.6% | -20.2% | +114.7% | +89.6% |
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