+226.5%
KR vs DOCU
+107.7%
+118.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.6% | +0.7% |
| 7D | +5.3% | -3.2% | +8.5% | +5.4% |
| 30D | +18.9% | +15.7% | +3.2% | +18.6% |
| 3M | +23.3% | +37.3% | -13.9% | +22.8% |
| 6M | +5.0% | +63.1% | -58.1% | +4.4% |
| YTD | +13.0% | +15.4% | -2.3% | +12.6% |
| 1Y | +12.4% | +11.3% | +1.1% | +12.1% |
| 3Y | +63.6% | +92.1% | -28.4% | +59.9% |
| 5Y | +82.9% | -70.5% | +153.4% | +84.6% |
| All | +226.5% | +107.7% | +118.8% | +189.3% |
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