-48.2%
KWEB vs DOCU
+104.6%
-152.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | +4.1% | -4.8% | +8.9% | +5.4% |
| 30D | -2.5% | +9.4% | -11.9% | -4.9% |
| 3M | -15.2% | +29.0% | -44.2% | -21.2% |
| 6M | -17.7% | +62.3% | -80.0% | -28.6% |
| YTD | -28.6% | +13.7% | -42.3% | -32.9% |
| 1Y | -33.8% | +11.5% | -45.4% | -37.6% |
| 3Y | +1.2% | +94.2% | -93.0% | -24.7% |
| 5Y | -39.2% | -71.7% | +32.6% | -30.8% |
| All | -48.2% | +104.6% | -152.8% | -64.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling