+2,986.0%
KLAC vs BIL
+25.2%
+2,960.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.2% | +0.1% | +6.1% | +6.2% |
| 30D | -5.0% | +0.3% | -5.3% | -4.9% |
| 3M | -14.4% | +0.9% | -15.3% | -14.3% |
| 6M | +28.3% | +1.8% | +26.5% | +27.2% |
| YTD | +51.1% | +2.5% | +48.6% | +48.6% |
| 1Y | +100.4% | +3.7% | +96.7% | +94.5% |
| 3Y | +276.3% | +14.1% | +262.3% | +131.5% |
| 5Y | +452.1% | +19.4% | +432.6% | +153.2% |
| 10Y | +2,986.0% | +25.2% | +2,960.7% | +1,297.7% |
| All | +2,986.0% | +25.2% | +2,960.7% | +1,297.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling