+2,934.0%
KLAC vs DAR
+383.2%
+2,550.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.4% |
| 7D | +6.2% | -0.2% | +6.3% | +6.2% |
| 30D | -5.0% | +7.4% | -12.4% | -7.9% |
| 3M | -14.4% | +15.7% | -30.1% | -19.8% |
| 6M | +28.3% | +30.0% | -1.7% | +14.1% |
| YTD | +51.1% | +87.5% | -36.4% | +16.3% |
| 1Y | +100.4% | +113.4% | -13.0% | +45.0% |
| 3Y | +276.3% | +15.3% | +261.0% | +230.9% |
| 5Y | +452.1% | -4.3% | +456.4% | +404.3% |
| All | +2,934.0% | +383.2% | +2,550.7% | +1,180.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling