+2,838.9%
KLAC vs DAR
+375.1%
+2,463.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.5% |
| 7D | +2.5% | +0.9% | +1.5% | +2.1% |
| 30D | -11.5% | +6.4% | -17.9% | -13.9% |
| 3M | -16.9% | +13.2% | -30.2% | -21.5% |
| 6M | +22.2% | +26.2% | -3.9% | +9.9% |
| YTD | +46.4% | +84.4% | -38.0% | +13.4% |
| 1Y | +91.0% | +112.0% | -21.0% | +38.5% |
| 3Y | +264.6% | +13.4% | +251.2% | +222.6% |
| 5Y | +430.6% | -6.0% | +436.6% | +388.0% |
| All | +2,838.9% | +375.1% | +2,463.8% | +1,148.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DAR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling