+175.5%
KR vs DOCU
+80.0%
+95.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | +0.1% |
| 7D | +1.5% | +6.9% | -5.4% | +1.4% |
| 30D | +4.1% | +19.0% | -14.9% | +3.9% |
| 3M | -5.2% | +34.3% | -39.5% | -5.6% |
| 6M | -12.8% | +48.0% | -60.8% | -13.2% |
| YTD | -4.6% | 0.0% | -4.6% | -4.7% |
| 1Y | -11.7% | -10.3% | -1.4% | -11.7% |
| 3Y | +36.3% | +32.4% | +3.9% | +34.1% |
| 5Y | +40.0% | -77.9% | +117.9% | +42.3% |
| All | +175.5% | +80.0% | +95.5% | +144.6% |
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