+22.5%
KRE vs DOCN
+81.2%
-58.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.4% |
| 7D | +0.7% | +19.1% | -18.3% | +0.5% |
| 30D | +6.1% | -21.0% | +27.1% | +6.3% |
| 3M | -5.9% | -34.7% | +28.8% | -5.6% |
| 6M | +9.6% | -45.8% | +55.4% | +10.2% |
| YTD | +14.2% | +79.4% | -65.2% | +6.7% |
| 1Y | +22.5% | +91.0% | -68.5% | +13.1% |
| All | +22.5% | +81.2% | -58.6% | +13.1% |
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