+21.5%
KRE vs DOCU
+15.8%
+5.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -0.4% |
| 7D | -1.6% | -0.4% | -1.2% | -1.6% |
| 30D | +4.9% | +12.9% | -8.1% | +4.2% |
| 3M | -4.5% | +35.1% | -39.6% | -6.0% |
| 6M | +7.7% | +76.2% | -68.5% | +4.1% |
| YTD | +14.5% | +17.2% | -2.7% | +14.2% |
| 1Y | +21.5% | +16.4% | +5.1% | +21.1% |
| All | +21.5% | +15.8% | +5.8% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling