+232.9%
KR vs DOCU
+112.5%
+120.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +1.4% |
| 7D | +4.6% | +4.1% | +0.5% | +4.5% |
| 30D | +12.2% | +7.4% | +4.9% | +12.1% |
| 3M | +24.6% | +26.0% | -1.5% | +24.2% |
| 6M | +8.2% | +79.2% | -71.0% | +7.4% |
| YTD | +15.3% | +18.1% | -2.8% | +14.8% |
| 1Y | +9.8% | +20.5% | -10.8% | +9.3% |
| 3Y | +71.4% | +96.4% | -25.0% | +67.3% |
| 5Y | +85.1% | -69.5% | +154.5% | +86.8% |
| All | +232.9% | +112.5% | +120.4% | +194.9% |
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