+288.8%
KLAC vs ALL
+150.3%
+138.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +1.1% |
| 7D | +10.6% | -1.7% | +12.3% | +10.0% |
| 30D | -4.5% | -4.7% | +0.2% | -5.7% |
| 3M | -10.3% | +18.4% | -28.6% | -6.4% |
| 6M | +40.9% | +20.5% | +20.4% | +47.6% |
| YTD | +56.1% | +23.5% | +32.6% | +63.9% |
| 1Y | +109.0% | +29.0% | +80.0% | +119.6% |
| 3Y | +288.8% | +153.7% | +135.1% | +290.3% |
| All | +288.8% | +150.3% | +138.5% | +290.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling