+160,142.9%
KLAC vs BMY
+1,722.2%
+158,420.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.9% |
| 7D | +10.6% | -3.3% | +13.9% | +11.7% |
| 30D | -4.5% | 0.0% | -4.5% | -4.7% |
| 3M | -10.3% | +17.7% | -28.0% | -15.6% |
| 6M | +40.9% | +9.6% | +31.3% | +35.0% |
| YTD | +56.1% | +24.0% | +32.1% | +43.3% |
| 1Y | +109.0% | +45.1% | +63.9% | +81.2% |
| 3Y | +288.8% | +22.5% | +266.3% | +245.7% |
| 5Y | +489.1% | +22.3% | +466.9% | +416.1% |
| 10Y | +3,041.8% | +62.0% | +2,979.8% | +2,352.7% |
| All | +160,142.9% | +1,722.2% | +158,420.8% | +33,795.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling