+26.9%
KRE vs DOCN
+110.0%
-83.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.2% | +8.9% | +1.8% |
| 7D | +2.8% | -20.0% | +22.8% | +3.1% |
| 30D | +5.3% | -38.8% | +44.1% | +6.0% |
| 3M | -4.2% | -34.8% | +30.6% | -3.7% |
| 6M | +8.7% | -22.8% | +31.5% | +7.8% |
| YTD | +16.4% | +74.6% | -58.2% | +9.2% |
| 1Y | +26.9% | +116.4% | -89.6% | +16.2% |
| All | +26.9% | +110.0% | -83.2% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling