+163,795.2%
KLAC vs BSX
+914.1%
+162,881.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | -2.0% |
| 7D | +2.5% | -8.2% | +10.7% | +4.9% |
| 30D | -11.5% | -15.8% | +4.3% | -7.4% |
| 3M | -16.9% | -10.8% | -6.1% | -15.2% |
| 6M | +22.2% | -38.4% | +60.6% | +37.4% |
| YTD | +46.4% | -54.8% | +101.2% | +78.3% |
| 1Y | +91.0% | -59.0% | +150.0% | +138.6% |
| 3Y | +264.6% | -20.0% | +284.5% | +276.0% |
| 5Y | +430.6% | -3.1% | +433.6% | +419.0% |
| 10Y | +2,889.3% | +83.3% | +2,806.0% | +2,378.9% |
| All | +163,795.2% | +914.1% | +162,881.1% | +85,226.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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