+1,218.2%
BE vs KLAC
+429.9%
+788.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -1.7% |
| 7D | +9.7% | +2.5% | +7.3% | +8.0% |
| 30D | +22.4% | -11.5% | +33.9% | +34.7% |
| 3M | +10.4% | -16.9% | +27.3% | +26.2% |
| 6M | +67.9% | +22.2% | +45.6% | +44.5% |
| YTD | +197.5% | +46.4% | +151.1% | +123.4% |
| 1Y | +310.6% | +91.0% | +219.6% | +163.4% |
| 3Y | +1,657.2% | +264.6% | +1,392.7% | +550.2% |
| 5Y | +1,218.2% | +430.6% | +787.6% | +246.4% |
| All | +1,218.2% | +429.9% | +788.2% | +246.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling