+100.4%
KLAC vs BUD
+33.8%
+66.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -3.5% |
| 7D | +6.2% | -1.3% | +7.5% | +6.0% |
| 30D | -5.0% | -6.1% | +1.2% | -5.6% |
| 3M | -14.4% | -3.8% | -10.7% | -14.9% |
| 6M | +28.3% | +8.2% | +20.1% | +25.8% |
| YTD | +51.1% | +23.6% | +27.5% | +57.4% |
| 1Y | +100.4% | +33.4% | +67.0% | +122.2% |
| All | +100.4% | +33.8% | +66.6% | +122.2% |
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