+2,323.7%
KLAC vs BUD
-3.2%
+2,326.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +21.2% | -1.6% | +22.8% | +21.8% |
| 30D | -14.5% | +6.7% | -21.2% | -17.1% |
| 3M | -24.4% | +5.9% | -30.3% | -26.8% |
| 6M | -12.9% | +5.1% | -18.0% | -16.2% |
| YTD | +29.9% | +32.9% | -2.9% | +13.4% |
| 1Y | +31.9% | +31.8% | +0.1% | +15.3% |
| 3Y | +201.5% | +47.4% | +154.2% | +144.1% |
| 5Y | +298.6% | +50.8% | +247.8% | +215.2% |
| All | +2,323.7% | -3.2% | +2,326.9% | +1,983.9% |
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