+2,247.0%
KLAC vs BIL
+26.1%
+2,220.8%
-56.9%
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 | +10.0% | +0.1% | +9.9% | +9.9% |
| 30D | -14.8% | +0.3% | -15.2% | -14.9% |
| 3M | -27.2% | +1.0% | -28.1% | -27.3% |
| 6M | -17.5% | +1.9% | -19.3% | -18.0% |
| YTD | +25.8% | +3.2% | +22.6% | +22.8% |
| 1Y | +31.8% | +3.7% | +28.1% | +27.9% |
| 3Y | +195.3% | +13.8% | +181.5% | +83.2% |
| 5Y | +285.9% | +20.3% | +265.7% | +62.3% |
| All | +2,247.0% | +26.1% | +2,220.8% | +838.4% |
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