+270.8%
KLAC vs DOCU
+33.7%
+237.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +6.9% |
| 7D | +5.7% | +6.9% | -1.2% | +5.0% |
| 30D | -3.6% | +19.0% | -22.6% | -5.6% |
| 3M | -12.8% | +34.3% | -47.1% | -16.2% |
| 6M | +26.1% | +48.0% | -22.0% | +18.0% |
| YTD | +53.3% | 0.0% | +53.3% | +55.0% |
| 1Y | +113.7% | -10.3% | +123.9% | +120.3% |
| All | +270.8% | +33.7% | +237.2% | +226.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling