+2,986.0%
KLAC vs C
+288.6%
+2,697.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.7% |
| 7D | +6.2% | +2.6% | +3.6% | +4.5% |
| 30D | -5.0% | +1.9% | -6.9% | -6.1% |
| 3M | -14.4% | +2.8% | -17.2% | -15.6% |
| 6M | +28.3% | +30.6% | -2.3% | +10.4% |
| YTD | +51.1% | +19.9% | +31.2% | +36.0% |
| 1Y | +100.4% | +44.6% | +55.8% | +62.1% |
| 3Y | +276.3% | +272.1% | +4.2% | +78.3% |
| 5Y | +452.1% | +132.0% | +320.1% | +232.4% |
| 10Y | +2,986.0% | +294.7% | +2,691.3% | +1,314.3% |
| All | +2,986.0% | +288.6% | +2,697.3% | +1,314.3% |
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