+109.0%
KLAC vs BABA
-18.7%
+127.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.0% |
| 3M | -10.3% | -5.3% | -4.9% | -9.3% |
| 6M | +40.9% | -13.1% | +54.0% | +46.6% |
| YTD | +56.1% | -22.4% | +78.5% | +70.6% |
| 1Y | +109.0% | -19.5% | +128.5% | +147.4% |
| All | +109.0% | -18.7% | +127.7% | +147.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling