+65.7%
KR vs DOCU
+88.2%
-22.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.5% | -4.8% | +4.3% | -0.6% |
| 30D | +10.3% | +9.4% | +1.0% | +10.5% |
| 3M | +20.7% | +29.0% | -8.3% | +21.5% |
| 6M | +4.9% | +62.3% | -57.4% | +6.5% |
| YTD | +10.7% | +13.7% | -2.9% | +10.6% |
| 1Y | +7.2% | +11.5% | -4.4% | +6.9% |
| 3Y | +65.7% | +94.2% | -28.5% | +55.5% |
| All | +65.7% | +88.2% | -22.5% | +55.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling