+12,780.6%
KLAC vs BUD
+201.1%
+12,579.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.2% | +7.3% |
| 7D | +5.7% | +0.3% | +5.5% | +5.6% |
| 30D | -3.6% | -5.7% | +2.0% | -1.5% |
| 3M | -12.8% | +3.1% | -15.9% | -14.7% |
| 6M | +26.1% | +7.9% | +18.2% | +20.5% |
| YTD | +53.3% | +27.3% | +26.0% | +36.0% |
| 1Y | +113.7% | +37.8% | +75.9% | +82.3% |
| 3Y | +274.9% | +49.8% | +225.0% | +198.1% |
| 5Y | +470.1% | +43.8% | +426.3% | +356.5% |
| 10Y | +2,997.0% | -22.6% | +3,019.6% | +2,980.2% |
| All | +12,780.6% | +201.1% | +12,579.5% | +5,580.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling