+160,143.0%
KLAC vs BTI
+6,031.1%
+154,111.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +10.6% | -1.4% | +12.0% | +10.9% |
| 30D | -4.5% | -7.0% | +2.5% | -3.0% |
| 3M | -10.3% | -6.3% | -3.9% | -9.5% |
| 6M | +40.9% | -2.0% | +42.9% | +40.2% |
| YTD | +56.1% | +0.2% | +55.9% | +54.5% |
| 1Y | +109.0% | +3.8% | +105.2% | +105.0% |
| 3Y | +288.8% | +112.1% | +176.8% | +218.9% |
| 5Y | +489.1% | +113.6% | +375.5% | +379.9% |
| 10Y | +3,041.8% | +69.6% | +2,972.2% | +2,542.0% |
| All | +160,143.0% | +6,031.1% | +154,111.9% | +83,208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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