+89.3%
KLAC vs BND
-0.6%
+89.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.2% |
| 7D | -2.7% | -1.0% | -1.7% | +1.1% |
| 30D | -13.2% | -1.1% | -12.0% | -9.4% |
| 3M | -25.0% | -1.9% | -23.1% | -19.7% |
| 6M | +23.6% | -1.6% | +25.2% | +31.7% |
| YTD | +49.2% | -1.2% | +50.5% | +58.5% |
| 1Y | +89.3% | -0.7% | +90.1% | +109.3% |
| All | +89.3% | -0.6% | +89.9% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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