+2,896.3%
KLAC vs BEN
+56.6%
+2,839.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -2.7% | -3.1% | +0.4% | -0.9% |
| 30D | -13.2% | +0.2% | -13.3% | -13.1% |
| 3M | -25.0% | +6.8% | -31.9% | -27.8% |
| 6M | +23.6% | +38.1% | -14.5% | +3.1% |
| YTD | +49.2% | +44.3% | +4.9% | +20.6% |
| 1Y | +89.3% | +42.6% | +46.8% | +53.4% |
| 3Y | +274.4% | +52.3% | +222.0% | +179.5% |
| 5Y | +440.9% | +37.6% | +403.3% | +322.7% |
| All | +2,896.3% | +56.6% | +2,839.7% | +1,931.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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