+20.5%
DOCU vs KIM
+30.6%
-10.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | +4.1% | +0.1% | +3.9% | +4.1% |
| 30D | +7.4% | +14.1% | -6.8% | +8.5% |
| 3M | +26.0% | +6.0% | +20.0% | +26.8% |
| 6M | +79.2% | +13.2% | +65.9% | +84.5% |
| YTD | +18.1% | +30.4% | -12.3% | +17.5% |
| 1Y | +20.5% | +31.0% | -10.5% | +19.4% |
| All | +20.5% | +30.6% | -10.1% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 1y: compounded portfolio wealth divided by compounded KIM 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…
1y analysis · Full analysis span regression · 6 months rolling