+30.0%
KDP vs DOCU
+91.1%
-61.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.2% | +0.3% |
| 7D | +4.5% | -3.2% | +7.7% | +4.6% |
| 30D | +18.5% | +15.7% | +2.8% | +18.1% |
| 3M | +20.8% | +37.3% | -16.4% | +19.9% |
| 6M | +29.4% | +63.1% | -33.7% | +28.0% |
| YTD | +35.9% | +15.4% | +20.5% | +35.6% |
| 1Y | +42.5% | +11.3% | +31.1% | +42.2% |
| All | +30.0% | +91.1% | -61.1% | +20.6% |
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