+2,838.9%
KLAC vs ACN
+91.1%
+2,747.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.7% |
| 7D | +2.5% | -7.9% | +10.3% | +6.6% |
| 30D | -11.5% | -1.1% | -10.5% | -11.8% |
| 3M | -16.9% | +5.6% | -22.5% | -24.0% |
| 6M | +22.2% | -9.9% | +32.2% | +20.9% |
| YTD | +46.4% | -32.3% | +78.7% | +74.3% |
| 1Y | +91.0% | -25.3% | +116.3% | +107.5% |
| 3Y | +264.6% | -42.3% | +306.8% | +361.7% |
| 5Y | +430.6% | -43.5% | +474.1% | +579.4% |
| All | +2,838.9% | +91.1% | +2,747.8% | +1,506.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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