+537.3%
KEYS vs DOCU
+71.3%
+466.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.8% | +2.8% |
| 7D | +4.4% | +0.7% | +3.8% | +4.3% |
| 30D | -2.2% | +8.0% | -10.2% | -3.9% |
| 3M | +0.5% | +41.0% | -40.4% | -6.8% |
| 6M | +22.4% | +33.7% | -11.3% | +13.5% |
| YTD | +64.1% | -4.9% | +68.9% | +62.1% |
| 1Y | +97.0% | -20.4% | +117.3% | +101.2% |
| 3Y | +152.0% | +29.6% | +122.4% | +126.1% |
| 5Y | +83.7% | -76.9% | +160.6% | +106.6% |
| All | +537.3% | +71.3% | +466.0% | +319.7% |
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