+89.3%
KLAC vs DBX
+15.5%
+73.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +2.3% |
| 7D | -2.7% | +2.1% | -4.8% | -2.1% |
| 30D | -13.2% | +5.7% | -18.9% | -11.7% |
| 3M | -25.0% | +31.8% | -56.8% | -19.2% |
| 6M | +23.6% | +37.5% | -13.9% | +34.1% |
| YTD | +49.2% | +27.9% | +21.3% | +61.5% |
| 1Y | +89.3% | +15.0% | +74.3% | +103.7% |
| All | +89.3% | +15.5% | +73.8% | +103.7% |
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