+113.7%
KLAC vs BUD
+36.8%
+76.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.2% | +7.3% |
| 7D | +5.7% | +0.3% | +5.5% | +5.8% |
| 30D | -3.6% | -5.7% | +2.0% | -4.1% |
| 3M | -12.8% | +3.1% | -15.9% | -13.2% |
| 6M | +26.1% | +7.9% | +18.2% | +23.4% |
| YTD | +53.3% | +27.3% | +26.0% | +58.7% |
| 1Y | +113.7% | +37.8% | +75.9% | +133.1% |
| All | +113.7% | +36.8% | +76.9% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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