+15.8%
KDP vs DOCU
-71.9%
+87.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +17.9% |
| 3M | +20.8% | +37.3% | -16.4% | +19.5% |
| 6M | +29.4% | +63.1% | -33.7% | +27.2% |
| YTD | +35.9% | +15.4% | +20.5% | +35.0% |
| 1Y | +42.5% | +11.3% | +31.1% | +41.6% |
| 3Y | +29.4% | +92.1% | -62.7% | +24.6% |
| 5Y | +15.8% | -70.5% | +86.3% | +11.1% |
| All | +15.8% | -71.9% | +87.7% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling