-34.8%
KHC vs DOCU
+104.2%
-139.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.8% |
| 7D | +1.1% | -5.5% | +6.7% | +1.3% |
| 30D | +12.0% | +12.6% | -0.7% | +11.6% |
| 3M | +0.2% | +36.4% | -36.2% | -0.8% |
| 6M | +10.3% | +66.8% | -56.5% | +8.7% |
| YTD | +6.7% | +13.5% | -6.7% | +6.0% |
| 1Y | +10.9% | +11.3% | -0.4% | +10.1% |
| 3Y | -12.6% | +92.1% | -104.7% | -15.0% |
| 5Y | -16.3% | -71.0% | +54.7% | -14.0% |
| All | -34.8% | +104.2% | -139.1% | -47.6% |
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