+157,277.0%
KLAC vs BEN
+4,913.3%
+152,363.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.5% | +3.8% | +5.5% |
| 7D | +5.7% | +0.2% | +5.5% | +5.7% |
| 30D | -3.6% | -0.5% | -3.1% | -3.3% |
| 3M | -12.8% | +9.7% | -22.5% | -16.8% |
| 6M | +26.1% | +33.9% | -7.8% | +8.2% |
| YTD | +53.3% | +49.0% | +4.3% | +24.1% |
| 1Y | +113.7% | +42.1% | +71.6% | +76.2% |
| 3Y | +274.9% | +51.9% | +223.0% | +188.6% |
| 5Y | +470.1% | +39.0% | +431.1% | +358.1% |
| 10Y | +2,997.0% | +57.9% | +2,939.1% | +2,075.5% |
| All | +157,277.0% | +4,913.3% | +152,363.6% | +23,741.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling