+252.2%
KLAC vs DOCU
-71.0%
+323.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.7% | +8.4% | +7.0% |
| 7D | -12.3% | -5.5% | -6.7% | -11.2% |
| 30D | -29.6% | +12.6% | -42.3% | -31.7% |
| 3M | -28.2% | +36.4% | -64.6% | -33.6% |
| 6M | -23.6% | +66.8% | -90.4% | -33.7% |
| YTD | +14.4% | +13.5% | +0.9% | +8.1% |
| 1Y | +15.4% | +11.3% | +4.1% | +9.4% |
| 3Y | +184.3% | +92.1% | +92.2% | +117.8% |
| All | +252.2% | -71.0% | +323.2% | +236.4% |
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