-24.9%
KLAC vs DOCU
+63.4%
-88.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | -2.0% | -11.4% | -13.9% |
| 7D | -22.5% | -3.2% | -19.3% | -23.3% |
| 30D | -34.3% | +15.7% | -49.9% | -31.1% |
| 3M | -32.6% | +37.3% | -69.9% | -24.6% |
| 6M | -24.9% | +63.1% | -88.0% | -3.9% |
| All | -24.9% | +63.4% | -88.3% | -3.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling