+132.5%
KDP vs DOCU
+104.2%
+28.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | +2.2% | -5.5% | +7.8% | +2.5% |
| 30D | +19.9% | +12.6% | +7.3% | +19.3% |
| 3M | +21.5% | +36.4% | -14.9% | +19.6% |
| 6M | +30.1% | +66.8% | -36.7% | +26.8% |
| YTD | +34.9% | +13.5% | +21.5% | +33.6% |
| 1Y | +43.4% | +11.3% | +32.1% | +42.1% |
| 3Y | +29.1% | +92.1% | -63.0% | +22.6% |
| 5Y | +15.0% | -71.0% | +86.0% | +17.4% |
| All | +132.5% | +104.2% | +28.2% | +103.2% |
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