+113.7%
KLAC vs BIL
+3.7%
+109.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +8.3% |
| 7D | +5.7% | +0.1% | +5.6% | +8.8% |
| 30D | -3.6% | +0.3% | -4.0% | +8.0% |
| 3M | -12.8% | +0.9% | -13.8% | +17.3% |
| 6M | +26.1% | +1.8% | +24.2% | +84.4% |
| YTD | +53.3% | +2.4% | +50.9% | +135.8% |
| 1Y | +113.7% | +3.7% | +109.9% | +281.1% |
| All | +113.7% | +3.7% | +109.9% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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