-6.1%
KGC vs DOCU
+10.1%
-16.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +2.9% |
| 7D | +10.5% | -5.5% | +16.0% | +10.1% |
| 30D | -4.1% | +12.6% | -16.7% | -3.4% |
| 3M | -13.1% | +36.4% | -49.5% | -11.6% |
| 6M | -27.5% | +66.8% | -94.3% | -24.7% |
| YTD | -20.7% | +13.5% | -34.2% | -12.2% |
| 1Y | -6.1% | +11.3% | -17.4% | +4.5% |
| All | -6.1% | +10.1% | -16.2% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling