-74.4%
KORU vs DOCU
+104.2%
-178.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.7% | +7.5% | +6.4% |
| 7D | -35.0% | -5.5% | -29.4% | -33.6% |
| 30D | -65.5% | +12.6% | -78.2% | -67.0% |
| 3M | -58.9% | +36.4% | -95.3% | -63.7% |
| 6M | -83.5% | +66.8% | -150.3% | -86.9% |
| YTD | -23.9% | +13.5% | -37.3% | -31.8% |
| 1Y | -12.4% | +11.3% | -23.7% | -21.3% |
| 3Y | +82.1% | +92.1% | -10.0% | +22.0% |
| 5Y | -42.6% | -71.0% | +28.3% | -32.4% |
| All | -74.4% | +104.2% | -178.6% | -87.0% |
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 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