+457.1%
KEYS vs DOCU
+104.4%
+352.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -4.5% | -3.4% | -1.1% | -3.9% |
| 30D | -23.9% | +9.3% | -33.1% | -25.2% |
| 3M | -13.1% | +30.2% | -43.3% | -17.9% |
| 6M | -19.1% | +62.1% | -81.2% | -27.5% |
| YTD | +43.4% | +13.5% | +29.9% | +36.6% |
| 1Y | +58.8% | +11.5% | +47.3% | +51.7% |
| 3Y | +134.6% | +89.5% | +45.1% | +95.0% |
| 5Y | +58.7% | -69.6% | +128.4% | +68.9% |
| All | +457.1% | +104.4% | +352.7% | +253.7% |
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