+226.8%
KR vs DOCU
+110.9%
+115.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +1.3% |
| 7D | +0.8% | -0.4% | +1.2% | +0.8% |
| 30D | +11.1% | +12.9% | -1.9% | +10.9% |
| 3M | +24.4% | +35.1% | -10.7% | +23.9% |
| 6M | +8.5% | +76.2% | -67.7% | +7.8% |
| YTD | +13.1% | +17.2% | -4.0% | +12.7% |
| 1Y | +9.3% | +16.4% | -7.1% | +8.9% |
| 3Y | +69.3% | +95.6% | -26.3% | +65.3% |
| 5Y | +83.2% | -68.5% | +151.7% | +84.7% |
| All | +226.8% | +110.9% | +115.8% | +189.5% |
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