+58.2%
KEYS vs DOCU
-69.6%
+127.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -2.9% | -2.3% |
| 7D | +9.4% | +4.1% | +5.3% | +8.7% |
| 30D | -16.8% | +7.4% | -24.1% | -17.8% |
| 3M | -15.9% | +26.0% | -41.9% | -19.5% |
| 6M | -17.6% | +79.2% | -96.8% | -26.9% |
| YTD | +46.5% | +18.1% | +28.4% | +39.7% |
| 1Y | +66.9% | +20.5% | +46.4% | +58.3% |
| 3Y | +141.4% | +96.4% | +45.0% | +101.6% |
| All | +58.2% | -69.6% | +127.8% | +45.2% |
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