+2,896.3%
KLAC vs BB
+1.6%
+2,894.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.2% | +1.6% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | -13.2% | -12.5% | -0.6% | -10.5% |
| 3M | -25.0% | -17.4% | -7.6% | -21.9% |
| 6M | +23.6% | +119.1% | -95.5% | +2.6% |
| YTD | +49.2% | +102.4% | -53.2% | +26.2% |
| 1Y | +89.3% | +98.2% | -8.9% | +60.2% |
| 3Y | +274.4% | +46.9% | +227.4% | +219.5% |
| 5Y | +440.9% | -26.4% | +467.3% | +407.1% |
| All | +2,896.3% | +1.6% | +2,894.7% | +1,971.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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