+286.1%
KLAC vs BMY
+30.5%
+255.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -4.9% | -3.1% |
| 7D | +10.0% | +2.1% | +7.9% | +10.0% |
| 30D | -14.8% | +7.0% | -21.8% | -14.7% |
| 3M | -27.2% | -0.9% | -26.3% | -27.1% |
| 6M | -17.5% | +14.9% | -32.4% | -17.6% |
| YTD | +25.8% | +22.8% | +3.0% | +25.5% |
| 1Y | +31.8% | +36.2% | -4.4% | +30.9% |
| 3Y | +195.3% | +45.7% | +149.6% | +196.7% |
| All | +286.1% | +30.5% | +255.7% | +328.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling