+25,050.7%
KLAC vs AU
+789.2%
+24,261.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.9% | -3.3% |
| 7D | +6.2% | +0.6% | +5.5% | +6.1% |
| 30D | -5.0% | +12.3% | -17.3% | -6.4% |
| 3M | -14.4% | +29.4% | -43.8% | -17.1% |
| 6M | +28.3% | +3.2% | +25.1% | +27.1% |
| YTD | +51.1% | +31.8% | +19.3% | +45.9% |
| 1Y | +100.4% | +83.4% | +17.0% | +86.7% |
| 3Y | +276.3% | +623.1% | -346.7% | +200.9% |
| 5Y | +452.1% | +700.5% | -248.4% | +329.3% |
| 10Y | +2,986.0% | +717.6% | +2,268.4% | +2,185.2% |
| All | +25,050.7% | +789.2% | +24,261.5% | +17,004.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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