+447.7%
KLAC vs BEN
+38.1%
+409.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.3% |
| 7D | +6.2% | +3.4% | +2.8% | +4.3% |
| 30D | -5.0% | +1.8% | -6.8% | -5.9% |
| 3M | -14.4% | +8.4% | -22.8% | -18.3% |
| 6M | +28.3% | +35.6% | -7.3% | +7.3% |
| YTD | +51.1% | +46.4% | +4.7% | +20.1% |
| 1Y | +100.4% | +46.3% | +54.1% | +58.6% |
| 3Y | +276.3% | +54.6% | +221.7% | +172.9% |
| All | +447.7% | +38.1% | +409.6% | +310.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling