-36.6%
KWEB vs DOCU
+15.8%
-52.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.2% | -4.8% | -1.7% |
| 7D | -2.7% | -0.4% | -2.2% | -2.7% |
| 30D | -4.4% | +12.9% | -17.3% | -4.9% |
| 3M | -15.7% | +35.1% | -50.8% | -17.1% |
| 6M | -20.0% | +76.2% | -96.2% | -22.2% |
| YTD | -30.5% | +17.2% | -47.7% | -33.0% |
| 1Y | -36.6% | +16.4% | -53.0% | -38.8% |
| All | -36.6% | +15.8% | -52.4% | -38.8% |
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