+288.8%
KLAC vs ACN
-42.6%
+331.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +1.5% |
| 7D | +10.6% | -4.8% | +15.4% | +10.2% |
| 30D | -4.5% | +1.9% | -6.4% | -4.4% |
| 3M | -10.3% | +3.9% | -14.1% | -6.4% |
| 6M | +40.9% | -15.0% | +55.9% | +53.7% |
| YTD | +56.1% | -31.9% | +88.0% | +83.3% |
| 1Y | +109.0% | -28.5% | +137.5% | +139.6% |
| 3Y | +288.8% | -41.9% | +330.7% | +363.1% |
| All | +288.8% | -42.6% | +331.5% | +363.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling