+2,249.0%
KLAC vs ACWI
+226.8%
+2,022.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.7% | +4.6% |
| 7D | -1.1% | +0.3% | -1.5% | -1.1% |
| 30D | -22.6% | -2.8% | -19.8% | -17.6% |
| 3M | -23.5% | -3.2% | -20.3% | -18.0% |
| 6M | -18.8% | +1.3% | -20.1% | -17.8% |
| YTD | +25.0% | +11.2% | +13.8% | +9.2% |
| 1Y | +27.5% | +13.8% | +13.8% | +7.4% |
| 3Y | +206.1% | +76.2% | +130.0% | +29.5% |
| 5Y | +281.0% | +59.5% | +221.5% | +99.2% |
| 10Y | +2,249.0% | +222.2% | +2,026.8% | +341.9% |
| All | +2,249.0% | +226.8% | +2,022.1% | +341.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling