+2,986.0%
KLAC vs ALB
+80.1%
+2,905.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -2.2% |
| 7D | +6.2% | -8.6% | +14.8% | +9.5% |
| 30D | -5.0% | -4.0% | -1.0% | -4.2% |
| 3M | -14.4% | -17.4% | +3.0% | -8.9% |
| 6M | +28.3% | -25.4% | +53.7% | +39.1% |
| YTD | +51.1% | -10.5% | +61.6% | +51.7% |
| 1Y | +100.4% | +75.8% | +24.6% | +53.2% |
| 3Y | +276.3% | -28.5% | +304.9% | +266.7% |
| 5Y | +452.1% | -45.1% | +497.2% | +469.0% |
| 10Y | +2,986.0% | +87.3% | +2,898.6% | +1,574.1% |
| All | +2,986.0% | +80.1% | +2,905.9% | +1,574.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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