-46.3%
KWEB vs DOCS
-52.4%
+6.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -7.8% | +2.6% | -10.4% | -8.2% |
| 30D | -6.4% | +11.4% | -17.9% | -8.3% |
| 3M | -14.6% | +25.4% | -40.0% | -18.1% |
| 6M | -25.0% | +42.5% | -67.6% | -30.9% |
| YTD | -32.7% | -24.7% | -8.0% | -30.8% |
| 1Y | -37.3% | -32.9% | -4.4% | -34.4% |
| 3Y | -5.9% | +39.6% | -45.5% | -25.2% |
| All | -46.3% | -52.4% | +6.1% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling