-3.3%
KORU vs DOCU
+18.5%
-21.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.1% |
| 7D | +11.1% | +4.1% | +7.1% | +12.9% |
| 30D | -40.6% | +7.4% | -48.0% | -38.8% |
| 3M | -63.9% | +26.0% | -89.9% | -59.0% |
| 6M | -82.8% | +79.2% | -162.0% | -75.5% |
| YTD | -15.4% | +18.1% | -33.5% | +6.2% |
| 1Y | -3.3% | +20.5% | -23.8% | +22.0% |
| All | -3.3% | +18.5% | -21.8% | +22.0% |
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 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