-8.0%
KMB vs DOCU
-78.0%
+69.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -1.6% |
| 7D | -3.0% | +6.9% | -9.9% | -3.1% |
| 30D | -5.5% | +19.0% | -24.5% | -5.7% |
| 3M | +14.0% | +34.3% | -20.3% | +13.5% |
| 6M | +4.1% | +48.0% | -43.9% | +3.6% |
| YTD | +8.0% | 0.0% | +8.0% | +8.0% |
| 1Y | -13.7% | -10.3% | -3.5% | -13.7% |
| 3Y | -5.9% | +32.4% | -38.3% | -6.9% |
| All | -8.0% | -78.0% | +69.9% | -16.3% |
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 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