+279.1%
KLAC vs BMY
+22.1%
+257.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | +6.2% | -4.8% | +11.0% | +6.1% |
| 30D | -5.0% | -0.7% | -4.3% | -5.0% |
| 3M | -14.4% | +15.3% | -29.7% | -14.2% |
| 6M | +28.3% | +8.5% | +19.8% | +28.8% |
| YTD | +51.1% | +23.4% | +27.6% | +51.4% |
| 1Y | +100.4% | +42.9% | +57.5% | +100.1% |
| All | +279.1% | +22.1% | +257.0% | +324.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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