-34.2%
KHC vs DOCU
+80.0%
-114.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.8% |
| 7D | -1.8% | +6.9% | -8.7% | -2.0% |
| 30D | -1.9% | +19.0% | -20.9% | -2.4% |
| 3M | +14.4% | +34.3% | -19.9% | +13.4% |
| 6M | +8.7% | +48.0% | -39.3% | +7.4% |
| YTD | +7.8% | 0.0% | +7.8% | +7.5% |
| 1Y | -1.5% | -10.3% | +8.8% | -1.6% |
| 3Y | -9.9% | +32.4% | -42.3% | -11.4% |
| 5Y | -10.7% | -77.9% | +67.2% | -7.0% |
| All | -34.2% | +80.0% | -114.2% | -46.9% |
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