+26.3%
KLAC vs DOCU
+10.7%
+15.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.0% |
| 7D | -2.1% | -3.4% | +1.3% | -2.8% |
| 30D | -21.8% | +9.3% | -31.0% | -20.3% |
| 3M | -20.5% | +30.2% | -50.7% | -15.9% |
| 6M | -18.0% | +62.1% | -80.1% | -7.9% |
| YTD | +26.4% | +13.5% | +12.8% | +37.4% |
| 1Y | +26.3% | +11.5% | +14.8% | +37.0% |
| All | +26.3% | +10.7% | +15.6% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling