-58.0%
KWEB vs DOCS
-20.2%
-37.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.5% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | -2.5% | +7.8% | -10.3% | -3.7% |
| 3M | -15.2% | +20.0% | -35.1% | -17.9% |
| 6M | -17.7% | +26.5% | -44.3% | -22.2% |
| YTD | -28.6% | -25.8% | -2.8% | -26.9% |
| 1Y | -33.8% | -39.5% | +5.6% | -30.0% |
| 3Y | +1.2% | +60.3% | -59.2% | -18.7% |
| 5Y | -39.2% | -57.0% | +17.9% | -41.9% |
| All | -58.0% | -20.2% | -37.9% | -61.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling