+2,986.0%
KLAC vs ACWI
+226.5%
+2,759.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.1% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | -5.0% | -0.6% | -4.4% | -3.9% |
| 3M | -14.4% | +4.3% | -18.7% | -19.0% |
| 6M | +28.3% | +12.7% | +15.6% | +7.0% |
| YTD | +51.1% | +13.9% | +37.2% | +25.1% |
| 1Y | +100.4% | +20.5% | +79.9% | +51.9% |
| 3Y | +276.3% | +76.5% | +199.8% | +57.2% |
| 5Y | +452.1% | +67.5% | +384.5% | +163.9% |
| 10Y | +2,986.0% | +231.8% | +2,754.1% | +495.5% |
| All | +2,986.0% | +226.5% | +2,759.5% | +495.5% |
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