+109.0%
KLAC vs ALLE
-8.3%
+117.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.1% |
| 7D | +10.6% | +2.8% | +7.8% | +9.2% |
| 30D | -4.5% | -7.6% | +3.1% | -1.1% |
| 3M | -10.3% | +22.8% | -33.0% | -19.1% |
| 6M | +40.9% | +4.6% | +36.3% | +36.2% |
| YTD | +56.1% | -1.2% | +57.3% | +51.3% |
| 1Y | +109.0% | -9.1% | +118.2% | +113.7% |
| All | +109.0% | -8.3% | +117.3% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling