+1,950.4%
KLAC vs DOCU
+80.0%
+1,870.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +6.4% |
| 7D | +5.7% | +6.9% | -1.2% | +4.0% |
| 30D | -3.6% | +19.0% | -22.6% | -8.1% |
| 3M | -12.8% | +34.3% | -47.1% | -20.5% |
| 6M | +26.1% | +48.0% | -22.0% | +10.4% |
| YTD | +53.3% | 0.0% | +53.3% | +48.5% |
| 1Y | +113.7% | -10.3% | +123.9% | +111.9% |
| 3Y | +274.9% | +32.4% | +242.5% | +214.8% |
| 5Y | +470.1% | -77.9% | +548.1% | +602.3% |
| All | +1,950.4% | +80.0% | +1,870.4% | +1,298.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling