+83.1%
KO vs DOCU
+87.9%
-4.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | +1.7% | -5.5% | +7.2% | +1.6% |
| 30D | +11.5% | +12.6% | -1.2% | +11.7% |
| 3M | +10.8% | +36.4% | -25.6% | +11.6% |
| 6M | +22.3% | +66.8% | -44.5% | +23.9% |
| YTD | +39.5% | +13.5% | +26.0% | +40.3% |
| 1Y | +42.2% | +11.3% | +30.9% | +43.0% |
| 3Y | +83.1% | +92.1% | -9.0% | +84.0% |
| All | +83.1% | +87.9% | -4.8% | +84.0% |
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