+3,041.8%
KLAC vs BABA
+17.5%
+3,024.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | +10.6% | -0.2% | +10.8% | +10.7% |
| 30D | -4.5% | -12.3% | +7.8% | -0.9% |
| 3M | -10.3% | -5.3% | -4.9% | -9.7% |
| 6M | +40.9% | -13.1% | +54.0% | +45.5% |
| YTD | +56.1% | -22.4% | +78.5% | +67.0% |
| 1Y | +109.0% | -19.5% | +128.5% | +120.0% |
| 3Y | +288.8% | +32.9% | +255.9% | +229.9% |
| 5Y | +489.1% | -29.9% | +519.0% | +486.4% |
| 10Y | +3,041.8% | +16.7% | +3,025.1% | +2,476.5% |
| All | +3,041.8% | +17.5% | +3,024.3% | +2,476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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