-47.1%
KWEB vs DOCU
+69.6%
-116.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | -3.6% | -1.4% | -2.1% | -3.2% |
| 30D | -14.9% | +8.1% | -23.0% | -17.0% |
| 3M | -5.4% | +43.0% | -48.4% | -14.5% |
| 6M | -18.9% | +32.4% | -51.2% | -25.9% |
| YTD | -27.2% | -5.8% | -21.4% | -27.9% |
| 1Y | -34.2% | -19.2% | -15.0% | -32.5% |
| 3Y | +0.6% | +28.4% | -27.7% | -15.6% |
| 5Y | -43.5% | -77.1% | +33.6% | -31.9% |
| All | -47.1% | +69.6% | -116.8% | -61.5% |
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