+309.5%
KLAC vs ASX
+538.6%
-229.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.6% | -1.4% | +0.2% |
| 7D | +7.5% | +0.8% | +6.7% | +5.8% |
| 30D | -15.3% | -20.4% | +5.1% | -1.1% |
| 3M | -19.6% | -2.1% | -17.4% | -20.8% |
| 6M | -12.5% | +8.2% | -20.7% | -20.8% |
| YTD | +33.0% | +137.3% | -104.3% | -34.7% |
| 1Y | +35.9% | +155.0% | -119.1% | -37.0% |
| 3Y | +208.6% | +397.9% | -189.3% | -20.5% |
| 5Y | +309.5% | +529.2% | -219.8% | -13.5% |
| All | +309.5% | +538.6% | -229.1% | -13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling