+1.2%
KWEB vs DOCS
+55.4%
-54.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.3% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | -2.5% | +7.8% | -10.3% | -2.9% |
| 3M | -15.2% | +20.0% | -35.1% | -16.0% |
| 6M | -17.7% | +26.5% | -44.3% | -19.2% |
| YTD | -28.6% | -25.8% | -2.8% | -28.1% |
| 1Y | -33.8% | -39.5% | +5.6% | -32.7% |
| 3Y | +1.2% | +60.3% | -59.2% | +2.6% |
| All | +1.2% | +55.4% | -54.2% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling