+423.4%
KKR vs DOCU
+107.7%
+315.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.5% |
| 7D | +2.6% | -3.2% | +5.8% | +3.5% |
| 30D | +8.4% | +15.7% | -7.3% | +4.1% |
| 3M | -6.8% | +37.3% | -44.1% | -14.9% |
| 6M | -3.3% | +63.1% | -66.4% | -16.6% |
| YTD | -22.5% | +15.4% | -37.8% | -27.0% |
| 1Y | -16.7% | +11.3% | -28.0% | -21.0% |
| 3Y | +64.2% | +92.1% | -27.9% | +30.7% |
| 5Y | +27.7% | -70.5% | +98.2% | +38.8% |
| All | +423.4% | +107.7% | +315.7% | +253.3% |
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