+286.1%
KLAC vs DOCN
-29.3%
+315.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +1.0% | -2.0% |
| 7D | +10.0% | +19.1% | -9.1% | +4.7% |
| 30D | -14.8% | -21.0% | +6.2% | -9.2% |
| 3M | -27.2% | -34.7% | +7.6% | -19.2% |
| 6M | -17.5% | -45.8% | +28.3% | -4.4% |
| YTD | +25.8% | +79.4% | -53.6% | +0.6% |
| 1Y | +31.8% | +91.0% | -59.2% | +3.4% |
| 3Y | +195.3% | +237.5% | -42.2% | +84.7% |
| All | +286.1% | -29.3% | +315.5% | +210.4% |
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