+270.8%
KLAC vs DOCN
+324.7%
-53.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +6.6% |
| 7D | +5.7% | +1.1% | +4.6% | +5.4% |
| 30D | -3.6% | -9.6% | +6.0% | -1.4% |
| 3M | -12.8% | -37.7% | +24.9% | -2.5% |
| 6M | +26.1% | +115.2% | -89.2% | -0.2% |
| YTD | +53.3% | +133.7% | -80.4% | +17.4% |
| 1Y | +113.7% | +250.2% | -136.5% | +45.3% |
| All | +270.8% | +324.7% | -53.9% | +135.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling