+41.2%
KEY vs DOCU
-78.0%
+119.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.4% |
| 7D | +2.2% | +6.9% | -4.7% | +1.0% |
| 30D | -3.0% | +19.0% | -22.0% | -6.2% |
| 3M | +3.3% | +34.3% | -31.0% | -2.7% |
| 6M | +9.2% | +48.0% | -38.8% | +0.2% |
| YTD | +10.6% | 0.0% | +10.6% | +9.0% |
| 1Y | +20.4% | -10.3% | +30.7% | +20.6% |
| 3Y | +121.8% | +32.4% | +89.4% | +100.3% |
| All | +41.2% | -78.0% | +119.2% | +37.6% |
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