+2,381.5%
KLAC vs BAC
+239.8%
+2,141.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.3% | +5.3% |
| 7D | +7.5% | -1.9% | +9.3% | +9.0% |
| 30D | -15.3% | -7.2% | -8.1% | -11.4% |
| 3M | -19.6% | -20.4% | +0.8% | -8.3% |
| 6M | -12.5% | +1.3% | -13.8% | -13.6% |
| YTD | +33.0% | -6.4% | +39.4% | +37.1% |
| 1Y | +35.9% | -3.5% | +39.4% | +37.7% |
| 3Y | +208.6% | +96.7% | +111.9% | +102.1% |
| 5Y | +309.5% | +20.6% | +288.9% | +252.2% |
| 10Y | +2,381.5% | +233.0% | +2,148.5% | +1,283.4% |
| All | +2,381.5% | +239.8% | +2,141.7% | +1,283.4% |
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