+114.1%
BKR vs DOCU
-71.0%
+185.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +3.7% |
| 7D | -13.3% | -5.5% | -7.8% | -12.9% |
| 30D | -13.6% | +12.6% | -26.2% | -14.5% |
| 3M | -23.4% | +36.4% | -59.8% | -25.6% |
| 6M | -27.9% | +66.8% | -94.7% | -31.4% |
| YTD | +6.3% | +13.5% | -7.2% | +4.5% |
| 1Y | +2.3% | +11.3% | -9.0% | +0.7% |
| 3Y | +45.1% | +92.1% | -46.9% | +33.8% |
| All | +114.1% | -71.0% | +185.1% | +106.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling