+106.6%
KEEL vs DOCU
+72.7%
+33.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -1.7% | +15.0% | +14.2% |
| 7D | -9.2% | -5.5% | -3.7% | -6.6% |
| 30D | -43.8% | +12.6% | -56.5% | -47.4% |
| 3M | -51.0% | +36.4% | -87.4% | -59.6% |
| 6M | -54.6% | +66.8% | -121.4% | -68.0% |
| YTD | -20.4% | +13.5% | -33.9% | -32.8% |
| 1Y | -49.3% | +11.3% | -60.6% | -56.6% |
| 3Y | +61.2% | +92.1% | -30.8% | -7.9% |
| 5Y | -74.3% | -71.0% | -3.3% | -65.4% |
| All | +106.6% | +72.7% | +33.9% | +105.2% |
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 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