+2,896.3%
KLAC vs BBY
+252.7%
+2,643.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.7% |
| 7D | -2.7% | +0.6% | -3.3% | -2.9% |
| 30D | -13.2% | +9.4% | -22.6% | -16.6% |
| 3M | -25.0% | +19.3% | -44.3% | -31.0% |
| 6M | +23.6% | +47.9% | -24.3% | +2.3% |
| YTD | +49.2% | +39.6% | +9.7% | +25.5% |
| 1Y | +89.3% | +22.2% | +67.1% | +68.3% |
| 3Y | +274.4% | +45.0% | +229.4% | +191.5% |
| 5Y | +440.9% | +2.6% | +438.4% | +375.9% |
| All | +2,896.3% | +252.7% | +2,643.6% | +1,725.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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