+154,996.0%
KLAC vs BDX
+5,237.1%
+149,758.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.5% |
| 7D | +6.2% | -3.6% | +9.7% | +7.4% |
| 30D | -5.0% | +0.7% | -5.7% | -5.4% |
| 3M | -14.4% | +19.0% | -33.4% | -20.2% |
| 6M | +28.3% | +10.8% | +17.5% | +22.0% |
| YTD | +51.1% | +20.1% | +31.0% | +39.4% |
| 1Y | +100.4% | +23.1% | +77.3% | +82.9% |
| 3Y | +276.3% | -8.8% | +285.2% | +274.4% |
| 5Y | +452.1% | -1.4% | +453.5% | +429.0% |
| 10Y | +2,986.0% | +60.5% | +2,925.5% | +2,413.8% |
| All | +154,996.0% | +5,237.1% | +149,758.9% | +43,280.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling