+69.4%
BKR vs DOCU
+104.6%
-35.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -8.7% | -4.8% | -3.9% | -8.3% |
| 30D | -14.6% | +9.4% | -23.9% | -15.2% |
| 3M | -21.3% | +29.0% | -50.3% | -23.0% |
| 6M | -23.9% | +62.3% | -86.2% | -27.2% |
| YTD | +7.5% | +13.7% | -6.1% | +5.6% |
| 1Y | +2.3% | +11.5% | -9.2% | +0.6% |
| 3Y | +51.3% | +94.2% | -42.9% | +40.4% |
| 5Y | +113.4% | -71.7% | +185.2% | +115.9% |
| All | +69.4% | +104.6% | -35.2% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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