+116.6%
KEEL vs DOCU
+73.0%
+43.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.7% |
| 7D | +3.7% | -4.8% | +8.5% | +6.3% |
| 30D | -35.7% | +9.4% | -45.1% | -38.9% |
| 3M | -49.5% | +29.0% | -78.5% | -57.0% |
| 6M | -50.6% | +62.3% | -112.9% | -64.7% |
| YTD | -16.6% | +13.7% | -30.3% | -29.6% |
| 1Y | -46.4% | +11.5% | -58.0% | -54.2% |
| 3Y | +63.3% | +94.2% | -30.8% | -7.2% |
| 5Y | -77.9% | -71.7% | -6.2% | -70.0% |
| All | +116.6% | +73.0% | +43.5% | +114.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling