+41.9%
KEYS vs DOCU
-71.9%
+113.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.0% | -6.9% | -8.5% |
| 7D | -21.0% | -3.2% | -17.8% | -20.6% |
| 30D | -32.8% | +15.7% | -48.5% | -34.6% |
| 3M | -22.4% | +37.3% | -59.7% | -27.0% |
| 6M | -26.8% | +63.1% | -89.9% | -34.0% |
| YTD | +28.3% | +15.4% | +12.9% | +22.8% |
| 1Y | +40.2% | +11.3% | +28.9% | +35.1% |
| 3Y | +107.2% | +92.1% | +15.2% | +73.7% |
| 5Y | +41.9% | -70.5% | +112.4% | +32.5% |
| All | +41.9% | -71.9% | +113.8% | +32.5% |
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