-20.4%
KVUE vs DOCS
-24.0%
+3.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -1.1% |
| 7D | -2.2% | -1.4% | -0.8% | -2.2% |
| 30D | -3.7% | +21.8% | -25.5% | -4.1% |
| 3M | +12.3% | +27.3% | -15.0% | +11.6% |
| 6M | +5.4% | -0.3% | +5.8% | +5.2% |
| YTD | +12.4% | -40.5% | +52.9% | +13.2% |
| 1Y | -4.4% | -61.5% | +57.2% | -2.9% |
| 3Y | -7.5% | +8.2% | -15.7% | -9.5% |
| All | -20.4% | -24.0% | +3.6% | -22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling