+2,288.0%
KLAC vs C
+218.0%
+2,070.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.9% |
| 7D | -2.1% | -0.4% | -1.7% | -1.5% |
| 30D | -21.8% | -5.2% | -16.6% | -19.0% |
| 3M | -20.5% | -9.1% | -11.5% | -15.8% |
| 6M | -18.0% | -1.6% | -16.4% | -16.7% |
| YTD | +26.4% | +6.9% | +19.4% | +21.9% |
| 1Y | +26.3% | +23.0% | +3.3% | +12.6% |
| 3Y | +193.3% | +216.1% | -22.9% | +52.7% |
| 5Y | +297.2% | +112.2% | +185.0% | +153.2% |
| 10Y | +2,288.0% | +208.8% | +2,079.2% | +1,184.3% |
| All | +2,288.0% | +218.0% | +2,070.0% | +1,184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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