+489.1%
KLAC vs CL
+30.0%
+459.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.7% |
| 7D | +10.6% | -1.4% | +11.9% | +10.3% |
| 30D | -4.5% | -5.2% | +0.7% | -5.5% |
| 3M | -10.3% | +3.3% | -13.6% | -9.8% |
| 6M | +40.9% | -4.4% | +45.3% | +40.6% |
| YTD | +56.1% | +13.9% | +42.2% | +57.9% |
| 1Y | +109.0% | +7.6% | +101.4% | +112.1% |
| 3Y | +288.8% | +29.6% | +259.3% | +259.7% |
| 5Y | +489.1% | +28.1% | +461.1% | +443.1% |
| All | +489.1% | +30.0% | +459.1% | +443.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CL 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling