-27.2%
KWEB vs DOCS
-60.9%
+33.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.8% | +4.8% | +2.1% |
| 7D | -1.0% | -1.4% | +0.4% | -1.0% |
| 30D | -8.7% | +21.8% | -30.5% | -10.1% |
| 3M | -4.0% | +27.3% | -31.3% | -5.8% |
| 6M | -13.1% | -0.3% | -12.8% | -13.8% |
| YTD | -23.5% | -40.5% | +17.0% | -19.1% |
| 1Y | -27.2% | -61.5% | +34.4% | -8.6% |
| All | -27.2% | -60.9% | +33.7% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling