+46.1%
KEYS vs DOCU
-71.0%
+117.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.7% |
| 7D | -11.4% | -5.5% | -5.9% | -10.6% |
| 30D | -28.7% | +12.6% | -41.3% | -30.2% |
| 3M | -19.2% | +36.4% | -55.6% | -23.9% |
| 6M | -25.8% | +66.8% | -92.6% | -33.4% |
| YTD | +33.9% | +13.5% | +20.5% | +28.5% |
| 1Y | +47.1% | +11.3% | +35.8% | +41.5% |
| 3Y | +119.4% | +92.1% | +27.4% | +83.8% |
| All | +46.1% | -71.0% | +117.1% | +36.4% |
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 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