+190.1%
KO vs DOCU
+104.4%
+85.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +2.2% | -3.4% | +5.6% | +2.3% |
| 30D | +10.1% | +9.3% | +0.8% | +9.9% |
| 3M | +12.2% | +30.2% | -18.0% | +11.7% |
| 6M | +25.1% | +62.1% | -37.0% | +23.9% |
| YTD | +41.3% | +13.5% | +27.8% | +40.9% |
| 1Y | +41.1% | +11.5% | +29.6% | +40.7% |
| 3Y | +86.3% | +89.5% | -3.2% | +81.5% |
| 5Y | +97.8% | -69.6% | +167.4% | +96.1% |
| All | +190.1% | +104.4% | +85.7% | +164.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling