+25.0%
KLAC vs DOCN
+55.6%
-30.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +8.0% | +1.3% | +7.0% |
| 7D | -1.1% | -12.8% | +11.7% | +2.8% |
| 30D | -22.6% | -41.9% | +19.3% | -11.2% |
| 3M | -23.5% | -36.9% | +13.4% | -14.9% |
| 6M | -18.8% | -52.2% | +33.4% | -4.7% |
| YTD | +25.0% | +62.7% | -37.7% | +4.2% |
| All | +25.0% | +55.6% | -30.6% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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