+422.3%
KKR vs DOCU
+104.6%
+317.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +0.1% | -4.8% | +4.9% | +1.4% |
| 30D | +7.9% | +9.4% | -1.5% | +5.2% |
| 3M | -4.4% | +29.0% | -33.4% | -11.3% |
| 6M | -4.0% | +62.3% | -66.3% | -17.1% |
| YTD | -22.6% | +13.7% | -36.3% | -26.9% |
| 1Y | -18.6% | +11.5% | -30.1% | -22.8% |
| 3Y | +60.6% | +94.2% | -33.5% | +27.6% |
| 5Y | +28.4% | -71.7% | +100.2% | +40.9% |
| All | +422.3% | +104.6% | +317.7% | +254.0% |
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