+175.0%
KR vs DOCU
+72.8%
+102.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | -0.2% | -4.0% | +3.9% | -0.1% |
| 30D | +5.1% | +13.0% | -7.9% | +4.9% |
| 3M | -8.2% | +47.4% | -55.5% | -8.5% |
| 6M | -18.0% | +36.8% | -54.8% | -18.3% |
| YTD | -4.8% | -4.0% | -0.8% | -4.9% |
| 1Y | -11.0% | -18.2% | +7.2% | -11.0% |
| 3Y | +37.7% | +39.7% | -2.0% | +35.2% |
| 5Y | +52.8% | -76.3% | +129.1% | +54.8% |
| All | +175.0% | +72.8% | +102.3% | +144.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling