-41.3%
KEEL vs DOCU
-78.0%
+36.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.7% | -0.1% | +1.5% |
| 7D | +7.8% | +6.9% | +0.9% | +3.8% |
| 30D | -11.7% | +19.0% | -30.7% | -21.2% |
| 3M | -41.5% | +34.3% | -75.8% | -53.4% |
| 6M | +54.9% | +48.0% | +6.9% | +12.2% |
| YTD | +47.7% | 0.0% | +47.6% | +34.6% |
| 1Y | +177.6% | -10.3% | +187.9% | +169.8% |
| 3Y | +164.9% | +32.4% | +132.5% | +77.7% |
| All | -41.3% | -78.0% | +36.7% | +11.3% |
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