-13.9%
KHC vs DOCU
-71.9%
+58.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.4% |
| 7D | +5.9% | -3.2% | +9.2% | +6.0% |
| 30D | +14.9% | +15.7% | -0.8% | +14.8% |
| 3M | 0.0% | +37.3% | -37.3% | -0.3% |
| 6M | +16.2% | +63.1% | -46.9% | +15.8% |
| YTD | +9.8% | +15.4% | -5.6% | +9.4% |
| 1Y | +12.1% | +11.3% | +0.8% | +11.7% |
| 3Y | -10.1% | +92.1% | -102.1% | -10.0% |
| 5Y | -13.9% | -70.5% | +56.6% | -17.2% |
| All | -13.9% | -71.9% | +58.0% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling