+105.3%
KDP vs DOCU
+80.0%
+25.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -1.1% |
| 7D | +1.3% | +6.9% | -5.6% | +0.9% |
| 30D | +6.0% | +19.0% | -13.0% | +5.1% |
| 3M | +9.2% | +34.3% | -25.1% | +7.6% |
| 6M | +14.7% | +48.0% | -33.3% | +12.3% |
| YTD | +19.2% | 0.0% | +19.2% | +18.8% |
| 1Y | +15.2% | -10.3% | +25.4% | +15.3% |
| 3Y | +6.0% | +32.4% | -26.4% | +2.6% |
| 5Y | +5.4% | -77.9% | +83.4% | +9.4% |
| All | +105.3% | +80.0% | +25.3% | +80.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling