+93.3%
KEYS vs DOCU
-14.9%
+108.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +1.6% |
| 7D | +2.3% | +6.9% | -4.6% | +2.7% |
| 30D | -2.6% | +19.0% | -21.6% | -1.5% |
| 3M | -4.6% | +34.3% | -38.9% | -2.1% |
| 6M | +8.7% | +48.0% | -39.3% | +10.1% |
| YTD | +61.0% | 0.0% | +61.0% | +74.5% |
| All | +93.3% | -14.9% | +108.1% | +110.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling