+109.0%
KLAC vs ACWI
+21.5%
+87.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +3.1% |
| 7D | +10.6% | +1.1% | +9.5% | +7.3% |
| 30D | -4.5% | -0.2% | -4.3% | -4.0% |
| 3M | -10.3% | +4.7% | -14.9% | -19.0% |
| 6M | +40.9% | +14.5% | +26.4% | +4.5% |
| YTD | +56.1% | +14.6% | +41.5% | +17.3% |
| 1Y | +109.0% | +21.4% | +87.6% | +33.9% |
| All | +109.0% | +21.5% | +87.5% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling