+113.7%
KLAC vs DBX
+20.4%
+93.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.8% | +6.7% |
| 7D | +5.7% | -2.4% | +8.2% | +5.1% |
| 30D | -3.6% | -0.5% | -3.1% | -3.6% |
| 3M | -12.8% | +28.1% | -40.9% | -6.9% |
| 6M | +26.1% | +33.1% | -7.0% | +35.5% |
| YTD | +53.3% | +25.3% | +28.0% | +64.8% |
| 1Y | +113.7% | +18.3% | +95.3% | +131.9% |
| All | +113.7% | +20.4% | +93.2% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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