+102.9%
KO vs DOCU
-69.6%
+172.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +3.7% | +4.1% | -0.3% | +3.7% |
| 30D | +8.1% | +7.4% | +0.8% | +8.0% |
| 3M | +14.2% | +26.0% | -11.8% | +13.7% |
| 6M | +25.2% | +79.2% | -54.0% | +23.9% |
| YTD | +44.7% | +18.1% | +26.7% | +44.3% |
| 1Y | +43.4% | +20.5% | +22.8% | +42.8% |
| 3Y | +90.1% | +96.4% | -6.3% | +83.8% |
| All | +102.9% | -69.6% | +172.6% | +94.0% |
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 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