+767.0%
KGC vs DOCU
+80.0%
+687.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.7% | -6.0% | -2.4% |
| 7D | -1.3% | +6.9% | -8.2% | -1.6% |
| 30D | +20.3% | +19.0% | +1.3% | +19.3% |
| 3M | +8.1% | +34.3% | -26.2% | +6.5% |
| 6M | -8.8% | +48.0% | -56.8% | -10.7% |
| YTD | +10.1% | 0.0% | +10.0% | +9.8% |
| 1Y | +44.2% | -10.3% | +54.5% | +44.5% |
| 3Y | +533.0% | +32.4% | +500.6% | +514.9% |
| 5Y | +443.0% | -77.9% | +520.9% | +428.5% |
| All | +767.0% | +80.0% | +687.0% | +867.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling