+297.2%
KLAC vs DOCN
-30.4%
+327.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.6% |
| 7D | -2.1% | -12.1% | +10.1% | +1.8% |
| 30D | -21.8% | -41.0% | +19.2% | -9.9% |
| 3M | -20.5% | -38.7% | +18.2% | -10.4% |
| 6M | -18.0% | -51.5% | +33.5% | -2.0% |
| YTD | +26.4% | +65.3% | -38.9% | +3.5% |
| 1Y | +26.3% | +53.9% | -27.6% | +5.4% |
| 3Y | +193.3% | +215.6% | -22.3% | +87.5% |
| 5Y | +297.2% | -26.2% | +323.4% | +219.5% |
| All | +297.2% | -30.4% | +327.6% | +219.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling