-71.5%
KORU vs DOCU
+112.5%
-184.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.7% |
| 7D | +11.1% | +4.1% | +7.1% | +9.8% |
| 30D | -40.6% | +7.4% | -48.0% | -41.9% |
| 3M | -63.9% | +26.0% | -89.9% | -67.1% |
| 6M | -82.8% | +79.2% | -162.0% | -86.6% |
| YTD | -15.4% | +18.1% | -33.5% | -25.1% |
| 1Y | -3.3% | +20.5% | -23.8% | -15.5% |
| 3Y | +136.2% | +96.4% | +39.8% | +57.5% |
| 5Y | -36.7% | -69.5% | +32.8% | -26.6% |
| All | -71.5% | +112.5% | -184.0% | -85.7% |
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