+2,838.9%
KLAC vs BUD
-22.8%
+2,861.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | +2.5% | -3.2% | +5.7% | +3.7% |
| 30D | -11.5% | -3.7% | -7.8% | -10.4% |
| 3M | -16.9% | -4.4% | -12.5% | -16.2% |
| 6M | +22.2% | +7.7% | +14.5% | +17.3% |
| YTD | +46.4% | +23.1% | +23.3% | +32.9% |
| 1Y | +91.0% | +33.6% | +57.4% | +67.0% |
| 3Y | +264.6% | +44.7% | +219.8% | +198.6% |
| 5Y | +430.6% | +44.9% | +385.7% | +329.4% |
| All | +2,838.9% | -22.8% | +2,861.8% | +2,583.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling