-48.7%
KWEB vs DOCU
+104.4%
-153.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +3.4% | -3.4% | +6.7% | +4.2% |
| 30D | -3.5% | +9.3% | -12.7% | -5.8% |
| 3M | -17.4% | +30.2% | -47.6% | -23.5% |
| 6M | -18.6% | +62.1% | -80.7% | -29.3% |
| YTD | -29.3% | +13.5% | -42.9% | -33.5% |
| 1Y | -35.9% | +11.5% | -47.4% | -39.6% |
| 3Y | -0.1% | +89.5% | -89.6% | -25.0% |
| 5Y | -41.2% | -69.6% | +28.5% | -34.2% |
| All | -48.7% | +104.4% | -153.1% | -64.5% |
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