+26.2%
KLAC vs COIN
-52.5%
+78.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.3% | -4.8% |
| 7D | -5.7% | -6.7% | +1.0% | -4.6% |
| 30D | -27.6% | -19.5% | -8.1% | -25.1% |
| 3M | -23.3% | +0.5% | -23.8% | -24.2% |
| 6M | -12.4% | -25.4% | +13.0% | -8.6% |
| YTD | +23.7% | -33.0% | +56.7% | +31.5% |
| 1Y | +26.2% | -50.7% | +76.9% | +47.2% |
| All | +26.2% | -52.5% | +78.7% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 1y: compounded portfolio wealth divided by compounded COIN 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…
1y analysis · Full analysis span regression · 6 months rolling