+15.4%
KLAC vs DOCN
+50.9%
-35.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.5% | +4.2% | +6.0% |
| 7D | -12.3% | -19.2% | +6.9% | -6.8% |
| 30D | -29.6% | -43.1% | +13.4% | -18.8% |
| 3M | -28.2% | -40.7% | +12.5% | -18.8% |
| 6M | -23.6% | -55.0% | +31.4% | -8.7% |
| YTD | +14.4% | +50.6% | -36.2% | -1.2% |
| 1Y | +15.4% | +54.0% | -38.5% | -1.8% |
| All | +15.4% | +50.9% | -35.5% | -1.8% |
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