+128,260.6%
KLAC vs C
+1,059.7%
+127,200.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.5% | +6.9% | +8.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.6% |
| 30D | -22.6% | -5.4% | -17.2% | -20.8% |
| 3M | -23.5% | -9.2% | -14.3% | -20.7% |
| 6M | -18.8% | -1.8% | -17.0% | -17.8% |
| YTD | +25.0% | +6.7% | +18.4% | +22.8% |
| 1Y | +27.5% | +23.5% | +4.0% | +19.1% |
| 3Y | +206.1% | +219.8% | -13.6% | +105.2% |
| 5Y | +281.0% | +112.4% | +168.6% | +193.4% |
| 10Y | +2,249.0% | +220.1% | +2,028.9% | +1,425.1% |
| All | +128,260.6% | +1,059.7% | +127,200.9% | +36,387.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling