+26.2%
KLAC vs DOCS
-47.4%
+73.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.3% | -10.5% | -3.4% |
| 7D | -5.7% | +1.2% | -6.9% | -5.5% |
| 30D | -27.6% | +21.3% | -48.9% | -25.9% |
| 3M | -23.3% | +58.4% | -81.7% | -19.0% |
| 6M | -12.4% | +39.3% | -51.7% | -6.7% |
| YTD | +23.7% | -21.7% | +45.4% | +38.0% |
| 1Y | +26.2% | -47.3% | +73.5% | +45.1% |
| All | +26.2% | -47.4% | +73.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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