+934.0%
BE vs KLAC
+1,811.1%
-877.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -1.8% |
| 7D | +9.7% | +2.5% | +7.3% | +8.1% |
| 30D | +22.4% | -11.5% | +33.9% | +34.1% |
| 3M | +10.4% | -16.9% | +27.3% | +25.7% |
| 6M | +67.9% | +22.2% | +45.6% | +45.9% |
| YTD | +197.5% | +46.4% | +151.1% | +127.0% |
| 1Y | +310.6% | +91.0% | +219.6% | +168.0% |
| 3Y | +1,657.2% | +264.6% | +1,392.7% | +588.6% |
| 5Y | +1,218.2% | +430.6% | +787.6% | +288.5% |
| All | +934.0% | +1,811.1% | -877.1% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 10y: compounded portfolio wealth divided by compounded KLAC 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…
10y analysis · Full analysis span regression · 6 months rolling