+288.8%
KLAC vs ASX
+443.1%
-154.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.1% | -4.3% | -2.7% |
| 7D | +10.6% | +6.3% | +4.3% | +5.5% |
| 30D | -4.5% | +6.4% | -10.9% | -9.3% |
| 3M | -10.3% | +13.1% | -23.4% | -18.1% |
| 6M | +40.9% | +90.3% | -49.4% | -13.3% |
| YTD | +56.1% | +149.6% | -93.5% | -21.3% |
| 1Y | +109.0% | +249.2% | -140.2% | -18.8% |
| 3Y | +288.8% | +445.9% | -157.1% | +1.7% |
| All | +288.8% | +443.1% | -154.3% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling