+195.3%
KLAC vs DOCU
+98.0%
+97.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -3.9% | -3.2% |
| 7D | +10.0% | +4.1% | +5.9% | +9.6% |
| 30D | -14.8% | +7.4% | -22.2% | -15.4% |
| 3M | -27.2% | +26.0% | -53.2% | -29.0% |
| 6M | -17.5% | +79.2% | -96.6% | -23.6% |
| YTD | +25.8% | +18.1% | +7.8% | +25.2% |
| 1Y | +31.8% | +20.5% | +11.3% | +30.2% |
| 3Y | +195.3% | +96.4% | +98.9% | +147.5% |
| All | +195.3% | +98.0% | +97.3% | +147.5% |
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