+413.7%
KKR vs DOCU
+104.2%
+309.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | +2.2% | -5.5% | +7.8% | +3.8% |
| 30D | +7.6% | +12.6% | -5.0% | +4.1% |
| 3M | -6.5% | +36.4% | -42.9% | -14.5% |
| 6M | -3.9% | +66.8% | -70.7% | -17.7% |
| YTD | -23.9% | +13.5% | -37.4% | -28.1% |
| 1Y | -18.5% | +11.3% | -29.8% | -22.7% |
| 3Y | +65.8% | +92.1% | -26.3% | +32.0% |
| 5Y | +25.3% | -71.0% | +96.3% | +36.8% |
| All | +413.7% | +104.2% | +309.5% | +248.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling