+16.2%
KDP vs DOCU
-71.6%
+87.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.9% |
| 7D | +5.3% | -3.7% | +9.0% | +5.5% |
| 30D | +19.1% | +15.0% | +4.1% | +18.5% |
| 3M | +19.2% | +39.9% | -20.7% | +17.8% |
| 6M | +29.3% | +66.2% | -36.9% | +27.0% |
| YTD | +35.5% | +17.7% | +17.8% | +34.5% |
| 1Y | +43.5% | +13.7% | +29.8% | +42.5% |
| 3Y | +29.0% | +95.9% | -66.9% | +24.2% |
| 5Y | +16.2% | -71.7% | +87.9% | +10.7% |
| All | +16.2% | -71.6% | +87.8% | +10.7% |
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