+193.3%
KLAC vs BIL
+13.4%
+179.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.1% | +0.1% | -2.1% | -1.6% |
| 30D | -21.8% | 0.0% | -21.8% | -20.0% |
| 3M | -20.5% | +0.6% | -21.1% | -6.8% |
| 6M | -18.0% | +1.5% | -19.5% | +17.8% |
| YTD | +26.4% | +2.8% | +23.6% | +127.9% |
| 1Y | +26.3% | +3.3% | +23.0% | +152.8% |
| 3Y | +193.3% | +13.4% | +179.9% | +524.2% |
| All | +193.3% | +13.4% | +179.9% | +524.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling