+22.5%
KORU vs DOCU
+11.6%
+10.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.4% | -5.2% |
| 7D | -24.3% | -3.7% | -20.6% | -25.7% |
| 30D | -54.2% | +15.0% | -69.2% | -50.6% |
| 3M | -45.4% | +39.9% | -85.4% | -35.1% |
| 6M | -66.5% | +66.2% | -132.6% | -53.8% |
| YTD | +14.9% | +17.7% | -2.8% | +48.5% |
| 1Y | +22.5% | +13.7% | +8.9% | +57.7% |
| All | +22.5% | +11.6% | +10.9% | +57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling