+452.3%
KEYS vs DOCU
+104.6%
+347.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.2% |
| 7D | -3.3% | -4.8% | +1.4% | -2.5% |
| 30D | -24.5% | +9.4% | -33.9% | -25.9% |
| 3M | -15.3% | +29.0% | -44.3% | -19.7% |
| 6M | -19.8% | +62.3% | -82.1% | -28.1% |
| YTD | +42.2% | +13.7% | +28.5% | +35.5% |
| 1Y | +59.8% | +11.5% | +48.2% | +52.6% |
| 3Y | +137.0% | +94.2% | +42.9% | +96.1% |
| 5Y | +55.5% | -71.7% | +127.2% | +67.9% |
| All | +452.3% | +104.6% | +347.7% | +250.6% |
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 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