-38.0%
KWEB vs DOCN
-32.3%
-5.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | 0.0% |
| 7D | +9.4% | -19.2% | +28.6% | +13.4% |
| 30D | +2.3% | -43.1% | +45.3% | +12.7% |
| 3M | -12.3% | -40.7% | +28.4% | -5.3% |
| 6M | -16.4% | -55.0% | +38.6% | -6.0% |
| YTD | -26.9% | +50.6% | -77.6% | -41.1% |
| 1Y | -33.2% | +54.0% | -87.1% | -46.6% |
| 3Y | +1.2% | +203.9% | -202.7% | -39.5% |
| All | -38.0% | -32.3% | -5.7% | -49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling