+5,965.5%
KLAC vs BND
+76.2%
+5,889.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | -5.0% | -0.2% | -4.8% | -5.0% |
| 3M | -14.4% | -0.7% | -13.7% | -14.5% |
| 6M | +28.3% | -1.7% | +30.0% | +28.0% |
| YTD | +51.1% | -0.5% | +51.6% | +51.0% |
| 1Y | +100.4% | +0.4% | +100.0% | +100.5% |
| 3Y | +276.3% | +13.1% | +263.2% | +283.2% |
| 5Y | +452.1% | -2.1% | +454.1% | +422.4% |
| 10Y | +2,986.0% | +15.7% | +2,970.3% | +3,305.4% |
| All | +5,965.5% | +76.2% | +5,889.3% | +9,832.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling