-77.3%
KEEL vs DOCU
-69.1%
-8.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | +18.2% | +1.6% | +16.6% | +17.2% |
| 30D | -32.1% | +10.8% | -42.9% | -35.9% |
| 3M | -44.9% | +38.0% | -82.9% | -55.3% |
| 6M | -52.1% | +77.4% | -129.5% | -68.2% |
| YTD | -17.0% | +17.2% | -34.2% | -31.7% |
| 1Y | -38.5% | +15.6% | -54.1% | -48.8% |
| 3Y | +62.5% | +95.6% | -33.1% | -16.0% |
| 5Y | -77.3% | -69.7% | -7.6% | -72.2% |
| All | -77.3% | -69.1% | -8.2% | -72.2% |
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