-59.6%
KWEB vs DOCN
+205.3%
-264.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +12.6% | -15.3% | -5.1% |
| 7D | -1.3% | +16.3% | -17.6% | -4.4% |
| 30D | -11.5% | +2.0% | -13.6% | -12.5% |
| 3M | -2.9% | -25.2% | +22.3% | +0.8% |
| 6M | -14.6% | +132.7% | -147.3% | -33.5% |
| YTD | -25.5% | +163.3% | -188.8% | -44.3% |
| 1Y | -31.1% | +280.3% | -311.4% | -53.3% |
| 3Y | +3.0% | +371.8% | -368.9% | -39.5% |
| 5Y | -42.6% | +87.1% | -129.7% | -61.0% |
| All | -59.6% | +205.3% | -264.9% | -75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling