+72.1%
KORU vs DOCU
+91.1%
-19.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -2.0% | -35.4% | -37.2% |
| 7D | -48.7% | -3.2% | -45.5% | -48.5% |
| 30D | -68.9% | +15.7% | -84.6% | -69.3% |
| 3M | -64.6% | +37.3% | -101.9% | -65.7% |
| 6M | -82.2% | +63.1% | -145.3% | -83.3% |
| YTD | -28.1% | +15.4% | -43.4% | -26.6% |
| 1Y | -25.1% | +11.3% | -36.4% | -22.9% |
| All | +72.1% | +91.1% | -19.0% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling