+2,838.9%
KLAC vs CBRE
+398.3%
+2,440.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.5% |
| 7D | +2.5% | -7.2% | +9.7% | +6.5% |
| 30D | -11.5% | -6.4% | -5.1% | -9.0% |
| 3M | -16.9% | +2.9% | -19.9% | -20.2% |
| 6M | +22.2% | +2.5% | +19.7% | +17.0% |
| YTD | +46.4% | -14.2% | +60.5% | +53.2% |
| 1Y | +91.0% | -15.1% | +106.1% | +100.3% |
| 3Y | +264.6% | +61.9% | +202.7% | +154.3% |
| 5Y | +430.6% | +42.4% | +388.2% | +294.6% |
| All | +2,838.9% | +398.3% | +2,440.6% | +1,140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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