+100.4%
KLAC vs ASX
+275.6%
-175.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.8% | -5.8% |
| 7D | +6.2% | +11.1% | -4.9% | -2.2% |
| 30D | -5.0% | +9.6% | -14.6% | -11.8% |
| 3M | -14.4% | +18.6% | -33.0% | -24.2% |
| 6M | +28.3% | +92.1% | -63.8% | -19.6% |
| YTD | +51.1% | +158.5% | -107.4% | -21.0% |
| 1Y | +100.4% | +271.9% | -171.5% | -15.9% |
| All | +100.4% | +275.6% | -175.2% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling