+1,895.6%
KLAC vs DOCU
+72.8%
+1,822.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -2.7% | -4.0% | +1.4% | -1.7% |
| 30D | -13.2% | +13.0% | -26.2% | -16.1% |
| 3M | -25.0% | +47.4% | -72.4% | -33.4% |
| 6M | +23.6% | +36.8% | -13.2% | +10.6% |
| YTD | +49.2% | -4.0% | +53.2% | +45.9% |
| 1Y | +89.3% | -18.2% | +107.5% | +92.4% |
| 3Y | +274.4% | +39.7% | +234.7% | +208.8% |
| 5Y | +440.9% | -76.3% | +517.3% | +550.5% |
| All | +1,895.6% | +72.8% | +1,822.9% | +1,273.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling