+288.8%
KLAC vs BUD
+48.7%
+240.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.9% |
| 7D | +10.6% | +0.8% | +9.8% | +10.5% |
| 30D | -4.5% | -4.8% | +0.3% | -4.2% |
| 3M | -10.3% | +1.4% | -11.6% | -10.7% |
| 6M | +40.9% | +9.9% | +31.0% | +38.5% |
| YTD | +56.1% | +26.3% | +29.8% | +51.1% |
| 1Y | +109.0% | +36.1% | +72.9% | +100.4% |
| 3Y | +288.8% | +48.6% | +240.3% | +254.0% |
| All | +288.8% | +48.7% | +240.2% | +254.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling