+524.6%
KGC vs DOCU
+104.2%
+420.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +3.1% |
| 7D | +10.5% | -5.5% | +16.0% | +10.7% |
| 30D | -4.1% | +12.6% | -16.7% | -4.6% |
| 3M | -13.1% | +36.4% | -49.5% | -14.4% |
| 6M | -27.5% | +66.8% | -94.3% | -29.4% |
| YTD | -20.7% | +13.5% | -34.2% | -21.4% |
| 1Y | -6.1% | +11.3% | -17.4% | -6.8% |
| 3Y | +318.6% | +92.1% | +226.6% | +299.5% |
| 5Y | +289.9% | -71.0% | +360.9% | +277.0% |
| All | +524.6% | +104.2% | +420.4% | +592.5% |
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 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