+506.4%
KGC vs DOCU
+107.7%
+398.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +0.9% |
| 7D | 0.0% | -3.2% | +3.2% | +0.1% |
| 30D | -9.3% | +15.7% | -25.0% | -9.9% |
| 3M | -15.9% | +37.3% | -53.2% | -17.1% |
| 6M | -24.9% | +63.1% | -88.0% | -26.7% |
| YTD | -23.0% | +15.4% | -38.4% | -23.7% |
| 1Y | -9.9% | +11.3% | -21.3% | -10.6% |
| 3Y | +301.2% | +92.1% | +209.2% | +283.0% |
| 5Y | +278.5% | -70.5% | +349.0% | +265.7% |
| All | +506.4% | +107.7% | +398.7% | +571.8% |
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