+758.1%
KLAC vs ACI
+32.8%
+725.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.2% |
| 7D | +10.0% | +2.3% | +7.7% | +10.1% |
| 30D | -14.8% | +1.2% | -16.1% | -14.7% |
| 3M | -27.2% | +6.8% | -34.0% | -26.8% |
| 6M | -17.5% | -18.7% | +1.3% | -17.1% |
| YTD | +25.8% | -20.2% | +46.0% | +26.2% |
| 1Y | +31.8% | -23.7% | +55.6% | +32.4% |
| 3Y | +195.3% | -31.6% | +226.9% | +196.9% |
| 5Y | +285.9% | -42.8% | +328.7% | +287.1% |
| All | +758.1% | +32.8% | +725.3% | +695.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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