+452.1%
KLAC vs ACI
-43.7%
+495.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -3.3% |
| 7D | +6.2% | -5.0% | +11.2% | +5.9% |
| 30D | -5.0% | -2.3% | -2.7% | -5.1% |
| 3M | -14.4% | -23.2% | +8.8% | -14.7% |
| 6M | +28.3% | -29.5% | +57.8% | +28.0% |
| YTD | +51.1% | -28.6% | +79.7% | +50.4% |
| 1Y | +100.4% | -34.0% | +134.4% | +100.6% |
| 3Y | +276.3% | -45.0% | +321.3% | +282.6% |
| 5Y | +452.1% | -44.0% | +496.1% | +435.0% |
| All | +452.1% | -43.7% | +495.8% | +435.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling