+122.5%
BKR vs DOCU
+69.6%
+52.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | -0.4% |
| 7D | -1.5% | -1.4% | -0.1% | -1.4% |
| 30D | -0.7% | +8.1% | -8.7% | -1.4% |
| 3M | +0.5% | +43.0% | -42.5% | -2.6% |
| 6M | +6.6% | +32.4% | -25.7% | +3.6% |
| YTD | +41.3% | -5.8% | +47.0% | +41.0% |
| 1Y | +42.2% | -19.2% | +61.4% | +43.7% |
| 3Y | +83.4% | +28.4% | +55.1% | +75.9% |
| 5Y | +203.6% | -77.1% | +280.7% | +212.3% |
| All | +122.5% | +69.6% | +52.9% | +61.5% |
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