+31.2%
KKR vs DOCU
-69.6%
+100.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +1.6% | +4.1% | -2.4% | +0.4% |
| 30D | +14.5% | +7.4% | +7.2% | +12.0% |
| 3M | -15.0% | +26.0% | -41.0% | -21.2% |
| 6M | +1.0% | +79.2% | -78.2% | -17.2% |
| YTD | -22.6% | +18.1% | -40.7% | -28.4% |
| 1Y | -18.2% | +20.5% | -38.7% | -24.9% |
| 3Y | +56.4% | +96.4% | -40.0% | +18.4% |
| All | +31.2% | -69.6% | +100.9% | +25.4% |
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