+252.2%
KLAC vs ACWI
+54.8%
+197.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.8% |
| 7D | -12.3% | -2.4% | -9.9% | -7.6% |
| 30D | -29.6% | -5.2% | -24.5% | -21.1% |
| 3M | -28.2% | -4.8% | -23.4% | -20.0% |
| 6M | -23.6% | -1.3% | -22.3% | -18.6% |
| YTD | +14.4% | +8.4% | +6.0% | +3.4% |
| 1Y | +15.4% | +11.0% | +4.4% | 0.0% |
| 3Y | +184.3% | +70.6% | +113.7% | +19.7% |
| All | +252.2% | +54.8% | +197.4% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling