-6.0%
KWEB vs DOCS
+38.8%
-44.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.2% | -3.2% |
| 7D | -7.5% | +0.1% | -7.5% | -7.5% |
| 30D | -7.3% | +8.7% | -16.0% | -7.7% |
| 3M | -16.8% | +32.9% | -49.7% | -18.1% |
| 6M | -21.4% | +25.5% | -46.9% | -22.8% |
| YTD | -32.7% | -25.0% | -7.7% | -32.3% |
| 1Y | -38.2% | -34.9% | -3.3% | -37.4% |
| All | -6.0% | +38.8% | -44.7% | -4.9% |
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