+26.2%
KLAC vs CRCL
-33.1%
+59.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.2% |
| 7D | -5.7% | -6.8% | +1.2% | -5.0% |
| 30D | -27.6% | -8.6% | -19.0% | -27.0% |
| 3M | -23.3% | +20.3% | -43.6% | -25.3% |
| 6M | -12.4% | -36.3% | +24.0% | -9.9% |
| YTD | +23.7% | -4.0% | +27.7% | +16.4% |
| 1Y | +26.2% | -31.6% | +57.8% | +22.5% |
| All | +26.2% | -33.1% | +59.3% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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