-18.0%
KVUE vs DOCS
-5.5%
-12.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +23.9% | -10.7% | +12.1% |
| 7D | +13.1% | +23.9% | -10.7% | +12.1% |
| 30D | +13.1% | +23.9% | -10.7% | +12.1% |
| 3M | +13.1% | +23.9% | -10.7% | +12.1% |
| 6M | +12.7% | +34.0% | -21.3% | +11.6% |
| YTD | +15.9% | -26.0% | +41.9% | +15.9% |
| 1Y | +42.1% | -50.2% | +92.4% | +43.3% |
| 3Y | +17.3% | +56.4% | -39.1% | +13.8% |
| All | -18.0% | -5.5% | -12.5% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling