+2,323.7%
KLAC vs BA
+24.8%
+2,298.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.6% |
| 7D | +21.2% | -0.6% | +21.7% | +21.5% |
| 30D | -14.5% | -8.0% | -6.5% | -11.9% |
| 3M | -24.4% | -25.8% | +1.4% | -15.2% |
| 6M | -12.9% | -27.6% | +14.6% | -2.3% |
| YTD | +29.9% | -21.0% | +50.9% | +40.3% |
| 1Y | +31.9% | -12.3% | +44.2% | +36.2% |
| 3Y | +201.5% | -12.8% | +214.3% | +200.9% |
| 5Y | +298.6% | -22.4% | +320.9% | +303.7% |
| All | +2,323.7% | +24.8% | +2,298.9% | +1,997.1% |
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