+227.0%
KLAC vs DOCU
-71.9%
+298.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | -2.0% | -11.4% | -12.9% |
| 7D | -22.5% | -3.2% | -19.3% | -21.9% |
| 30D | -34.3% | +15.7% | -49.9% | -36.5% |
| 3M | -32.6% | +37.3% | -69.9% | -37.7% |
| 6M | -24.9% | +63.1% | -88.0% | -34.5% |
| YTD | +7.2% | +15.4% | -8.2% | +1.0% |
| 1Y | +6.3% | +11.3% | -5.0% | +0.9% |
| 3Y | +166.1% | +92.1% | +74.0% | +104.2% |
| 5Y | +227.0% | -70.5% | +297.5% | +211.0% |
| All | +227.0% | -71.9% | +298.9% | +211.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling