+2,249.0%
KLAC vs BA
+31.3%
+2,217.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.6% | +9.9% | +9.5% |
| 7D | -1.1% | -1.7% | +0.6% | -0.4% |
| 30D | -22.6% | -9.5% | -13.1% | -19.7% |
| 3M | -23.5% | -26.5% | +3.0% | -13.9% |
| 6M | -18.8% | -27.4% | +8.6% | -9.0% |
| YTD | +25.0% | -20.6% | +45.7% | +34.7% |
| 1Y | +27.5% | -11.4% | +39.0% | +31.1% |
| 3Y | +206.1% | -10.8% | +217.0% | +202.8% |
| 5Y | +281.0% | -21.9% | +302.9% | +285.1% |
| 10Y | +2,249.0% | +28.1% | +2,220.8% | +1,966.2% |
| All | +2,249.0% | +31.3% | +2,217.7% | +1,966.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling