+1,709.5%
BE vs KLAC
+194.3%
+1,515.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.2% | -1.8% | -2.5% |
| 7D | +10.8% | +10.0% | +0.8% | +3.8% |
| 30D | -19.8% | -14.8% | -5.0% | -8.6% |
| 3M | -18.7% | -27.2% | +8.4% | +3.7% |
| 6M | -33.7% | -17.5% | -16.3% | -22.8% |
| YTD | +121.0% | +25.8% | +95.1% | +94.2% |
| 1Y | +85.4% | +31.8% | +53.6% | +60.0% |
| 3Y | +1,709.5% | +195.3% | +1,514.2% | +872.7% |
| All | +1,709.5% | +194.3% | +1,515.2% | +872.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling