+29.6%
KDP vs DOCU
+94.9%
-65.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.9% |
| 7D | +5.3% | -3.7% | +9.0% | +5.4% |
| 30D | +19.1% | +15.0% | +4.1% | +18.7% |
| 3M | +19.2% | +39.9% | -20.7% | +18.2% |
| 6M | +29.3% | +66.2% | -36.9% | +27.8% |
| YTD | +35.5% | +17.7% | +17.8% | +35.1% |
| 1Y | +43.5% | +13.7% | +29.8% | +43.1% |
| All | +29.6% | +94.9% | -65.3% | +20.2% |
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 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