+129,057.6%
KLAC vs ADI
+39,702.6%
+89,355.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -1.3% |
| 7D | +10.0% | +9.5% | +0.5% | +3.7% |
| 30D | -14.8% | -1.4% | -13.4% | -13.3% |
| 3M | -27.2% | +4.7% | -31.9% | -28.7% |
| 6M | -17.5% | -7.4% | -10.0% | -10.9% |
| YTD | +25.8% | +48.1% | -22.2% | -0.4% |
| 1Y | +31.8% | +69.6% | -37.8% | -4.6% |
| 3Y | +195.3% | +144.4% | +50.9% | +69.1% |
| 5Y | +285.9% | +134.1% | +151.8% | +134.2% |
| 10Y | +2,247.6% | +632.8% | +1,614.8% | +617.8% |
| All | +129,057.6% | +39,702.6% | +89,355.0% | +6,873.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 all: compounded portfolio wealth divided by compounded ADI 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…
all analysis · Full analysis span regression · 6 months rolling