+1.9%
KMB vs DOCU
+94.9%
-93.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +4.0% | +4.1% |
| 7D | +0.4% | -3.7% | +4.1% | +0.4% |
| 30D | +14.0% | +15.0% | -0.9% | +13.9% |
| 3M | -1.3% | +39.9% | -41.2% | -1.5% |
| 6M | +16.7% | +66.2% | -49.5% | +16.6% |
| YTD | +12.0% | +17.7% | -5.7% | +12.0% |
| 1Y | +13.6% | +13.7% | -0.1% | +13.6% |
| All | +1.9% | +94.9% | -93.0% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling