+80.0%
KR vs DOCU
-71.6%
+151.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +2.7% | -3.4% | +6.0% | +2.7% |
| 30D | +11.3% | +9.3% | +2.0% | +11.3% |
| 3M | +22.3% | +30.2% | -7.9% | +22.2% |
| 6M | +5.8% | +62.1% | -56.3% | +5.8% |
| YTD | +11.7% | +13.5% | -1.8% | +11.5% |
| 1Y | +8.9% | +11.5% | -2.6% | +8.7% |
| 3Y | +67.1% | +89.5% | -22.4% | +64.1% |
| 5Y | +80.0% | -69.6% | +149.7% | +80.9% |
| All | +80.0% | -71.6% | +151.6% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling