+193.3%
KLAC vs ARWR
+81.3%
+112.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.1% |
| 7D | -2.1% | -17.7% | +15.6% | +0.8% |
| 30D | -21.8% | -21.9% | +0.1% | -18.7% |
| 3M | -20.5% | -44.5% | +24.0% | -12.8% |
| 6M | -18.0% | -32.6% | +14.6% | -13.3% |
| YTD | +26.4% | -26.2% | +52.6% | +30.6% |
| 1Y | +26.3% | +23.0% | +3.3% | +18.6% |
| 3Y | +193.3% | +81.8% | +111.5% | +135.7% |
| All | +193.3% | +81.3% | +112.0% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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