+430.6%
KLAC vs BIDU
-45.6%
+476.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.6% | -2.7% |
| 7D | +2.5% | -5.2% | +7.7% | +4.0% |
| 30D | -11.5% | -14.5% | +3.0% | -7.5% |
| 3M | -16.9% | -22.9% | +5.9% | -10.5% |
| 6M | +22.2% | -27.8% | +50.1% | +33.5% |
| YTD | +46.4% | -30.7% | +77.0% | +61.5% |
| 1Y | +91.0% | -15.8% | +106.8% | +97.5% |
| 3Y | +264.6% | -33.2% | +297.8% | +287.7% |
| 5Y | +430.6% | -44.8% | +475.4% | +454.0% |
| All | +430.6% | -45.6% | +476.2% | +454.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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