+9,218.4%
KLAC vs ASX
+3,515.0%
+5,703.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +5.7% | -0.7% | +6.4% | +6.0% |
| 30D | -3.6% | +2.0% | -5.6% | -4.5% |
| 3M | -12.8% | -1.3% | -11.5% | -11.4% |
| 6M | +26.1% | +71.4% | -45.4% | +2.0% |
| YTD | +53.3% | +135.3% | -82.0% | +9.4% |
| 1Y | +113.7% | +267.5% | -153.8% | +26.7% |
| 3Y | +274.9% | +388.5% | -113.6% | +100.7% |
| 5Y | +470.1% | +417.1% | +53.0% | +199.7% |
| 10Y | +2,997.0% | +872.7% | +2,124.3% | +1,168.3% |
| All | +9,218.4% | +3,515.0% | +5,703.3% | +1,484.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling