+99.1%
KO vs DOCU
-68.9%
+167.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | +0.6% |
| 7D | +1.8% | -0.4% | +2.3% | +1.9% |
| 30D | +8.7% | +12.9% | -4.3% | +8.4% |
| 3M | +13.5% | +35.1% | -21.6% | +12.9% |
| 6M | +25.6% | +76.2% | -50.6% | +24.3% |
| YTD | +42.3% | +17.2% | +25.1% | +41.8% |
| 1Y | +39.9% | +16.4% | +23.5% | +39.4% |
| 3Y | +87.5% | +95.6% | -8.1% | +81.4% |
| 5Y | +99.1% | -68.5% | +167.6% | +90.4% |
| All | +99.1% | -68.9% | +167.9% | +90.4% |
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