+60.3%
KR vs DOCS
+47.6%
+12.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.5% |
| 7D | +1.4% | -0.8% | +2.2% | +1.4% |
| 30D | +14.3% | +17.4% | -3.1% | +14.7% |
| 3M | +18.9% | +57.4% | -38.4% | +20.4% |
| 6M | +3.8% | +26.5% | -22.7% | +4.6% |
| YTD | +10.2% | -26.6% | +36.8% | +10.1% |
| 1Y | +9.2% | -48.1% | +57.2% | +8.4% |
| 3Y | +60.3% | +52.6% | +7.7% | +58.2% |
| All | +60.3% | +47.6% | +12.7% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling