-12.9%
KORU vs DOCU
+80.0%
-92.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.7% | +9.7% | +12.2% |
| 7D | +13.0% | +6.9% | +6.1% | +10.7% |
| 30D | +27.3% | +19.0% | +8.3% | +19.6% |
| 3M | -55.3% | +34.3% | -89.6% | -60.7% |
| 6M | +11.6% | +48.0% | -36.4% | -7.1% |
| YTD | +158.5% | 0.0% | +158.5% | +145.2% |
| 1Y | +482.2% | -10.3% | +492.4% | +470.8% |
| 3Y | +471.9% | +32.4% | +439.5% | +348.6% |
| 5Y | +41.1% | -77.9% | +119.1% | +86.2% |
| All | -12.9% | +80.0% | -92.9% | -53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling