+467.1%
KLAC vs COIN
-54.0%
+521.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.2% | +1.6% |
| 7D | -2.7% | -5.1% | +2.4% | -1.7% |
| 30D | -13.2% | +17.6% | -30.8% | -16.2% |
| 3M | -25.0% | +9.2% | -34.3% | -27.2% |
| 6M | +23.6% | -11.8% | +35.4% | +23.9% |
| YTD | +49.2% | -22.5% | +71.7% | +51.7% |
| 1Y | +89.3% | -45.9% | +135.2% | +104.8% |
| 3Y | +274.4% | +117.4% | +157.0% | +182.2% |
| 5Y | +440.9% | -29.4% | +470.4% | +361.3% |
| All | +467.1% | -54.0% | +521.1% | +359.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling