+52.6%
BKR vs DOCU
+98.0%
-45.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +3.8% | +4.1% | -0.3% | +3.5% |
| 30D | -10.3% | +7.4% | -17.6% | -10.8% |
| 3M | -21.7% | +26.0% | -47.7% | -23.1% |
| 6M | -23.8% | +79.2% | -103.0% | -27.5% |
| YTD | +10.3% | +18.1% | -7.8% | +9.6% |
| 1Y | +5.7% | +20.5% | -14.8% | +4.6% |
| 3Y | +52.6% | +96.4% | -43.8% | +38.1% |
| All | +52.6% | +98.0% | -45.4% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling