+157,276.9%
KLAC vs BN
+15,251.3%
+142,025.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.5% |
| 7D | +5.7% | -2.5% | +8.2% | +7.0% |
| 30D | -3.6% | -9.5% | +5.9% | +1.3% |
| 3M | -12.8% | -10.4% | -2.4% | -8.1% |
| 6M | +26.1% | -6.4% | +32.4% | +29.8% |
| YTD | +53.3% | -11.9% | +65.2% | +62.7% |
| 1Y | +113.7% | -8.6% | +122.3% | +122.5% |
| 3Y | +274.9% | +77.6% | +197.3% | +180.4% |
| 5Y | +470.1% | +37.0% | +433.1% | +382.5% |
| 10Y | +2,997.0% | +266.4% | +2,730.6% | +1,579.3% |
| All | +157,276.9% | +15,251.3% | +142,025.6% | +23,541.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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