-71.5%
KORU vs DOCU
+104.6%
-176.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.2% | +11.1% | +11.2% |
| 7D | -25.8% | -4.8% | -21.1% | -24.4% |
| 30D | -56.9% | +9.4% | -66.3% | -58.3% |
| 3M | -55.7% | +29.0% | -84.7% | -60.1% |
| 6M | -83.7% | +62.3% | -146.0% | -86.8% |
| YTD | -15.3% | +13.7% | -29.0% | -24.1% |
| 1Y | +3.4% | +11.5% | -8.2% | -7.2% |
| 3Y | +133.8% | +94.2% | +39.6% | +55.9% |
| 5Y | -35.4% | -71.7% | +36.4% | -23.0% |
| All | -71.5% | +104.6% | -176.1% | -85.5% |
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