+43.4%
KDP vs DOCU
+10.1%
+33.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.7% |
| 7D | +2.2% | -5.5% | +7.8% | +2.4% |
| 30D | +19.9% | +12.6% | +7.3% | +19.7% |
| 3M | +21.5% | +36.4% | -14.9% | +20.9% |
| 6M | +30.1% | +66.8% | -36.7% | +30.3% |
| YTD | +34.9% | +13.5% | +21.5% | +36.1% |
| 1Y | +43.4% | +11.3% | +32.1% | +45.0% |
| All | +43.4% | +10.1% | +33.3% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling