+2,986.0%
KLAC vs BAC
+392.4%
+2,593.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.7% | -3.5% |
| 7D | +6.2% | +0.6% | +5.6% | +5.8% |
| 30D | -5.0% | -1.4% | -3.6% | -4.4% |
| 3M | -14.4% | +15.7% | -30.2% | -21.7% |
| 6M | +28.3% | +32.2% | -3.9% | +8.7% |
| YTD | +51.1% | +15.8% | +35.3% | +37.8% |
| 1Y | +100.4% | +27.3% | +73.1% | +72.9% |
| 3Y | +276.3% | +137.5% | +138.9% | +121.4% |
| 5Y | +452.1% | +73.1% | +379.0% | +285.4% |
| 10Y | +2,986.0% | +397.7% | +2,588.2% | +1,260.7% |
| All | +2,986.0% | +392.4% | +2,593.5% | +1,260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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