+91.0%
KLAC vs BEN
+43.6%
+47.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.5% |
| 7D | +2.5% | +0.3% | +2.1% | +2.4% |
| 30D | -11.5% | +0.9% | -12.4% | -11.7% |
| 3M | -16.9% | +9.2% | -26.1% | -19.6% |
| 6M | +22.2% | +36.8% | -14.5% | +9.0% |
| YTD | +46.4% | +44.4% | +2.0% | +27.1% |
| 1Y | +91.0% | +45.8% | +45.2% | +61.0% |
| All | +91.0% | +43.6% | +47.4% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling