-75.8%
KORU vs DOCU
+107.7%
-183.5%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -2.0% | -35.4% | -36.7% |
| 7D | -48.7% | -3.2% | -45.5% | -48.0% |
| 30D | -68.9% | +15.7% | -84.6% | -70.5% |
| 3M | -64.6% | +37.3% | -101.9% | -68.7% |
| 6M | -82.2% | +63.1% | -145.3% | -85.7% |
| YTD | -28.1% | +15.4% | -43.4% | -35.9% |
| 1Y | -25.1% | +11.3% | -36.4% | -32.6% |
| 3Y | +98.5% | +92.1% | +6.4% | +33.1% |
| 5Y | -45.8% | -70.5% | +24.7% | -36.4% |
| All | -75.8% | +107.7% | -183.5% | -87.8% |
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