+51.3%
KEY vs DOCU
+107.7%
-56.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.8% | -2.5% |
| 7D | -2.5% | -3.2% | +0.7% | -2.1% |
| 30D | +4.1% | +15.7% | -11.6% | +2.1% |
| 3M | -8.4% | +37.3% | -45.6% | -12.3% |
| 6M | -2.3% | +63.1% | -65.4% | -9.1% |
| YTD | +4.6% | +15.4% | -10.8% | +1.3% |
| 1Y | +24.6% | +11.3% | +13.2% | +21.2% |
| 3Y | +112.8% | +92.1% | +20.7% | +90.4% |
| 5Y | +12.9% | -70.5% | +83.4% | +9.9% |
| All | +51.3% | +107.7% | -56.4% | +9.8% |
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