+89.3%
KLAC vs BKR
+28.9%
+60.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.3% |
| 7D | -2.7% | -7.0% | +4.3% | +1.0% |
| 30D | -13.2% | -8.1% | -5.0% | -9.4% |
| 3M | -25.0% | -6.6% | -18.4% | -22.6% |
| 6M | +23.6% | +0.9% | +22.7% | +23.5% |
| YTD | +49.2% | +31.1% | +18.1% | +33.7% |
| 1Y | +89.3% | +27.7% | +61.6% | +70.5% |
| All | +89.3% | +28.9% | +60.5% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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