+160,143.0%
KLAC vs DINO
+20,012.8%
+140,130.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -0.9% | +1.2% |
| 7D | +10.6% | +4.2% | +6.4% | +9.6% |
| 30D | -4.5% | +33.9% | -38.4% | -10.4% |
| 3M | -10.3% | +50.5% | -60.8% | -18.2% |
| 6M | +40.9% | +95.2% | -54.3% | +20.5% |
| YTD | +56.1% | +140.6% | -84.4% | +27.0% |
| 1Y | +109.0% | +119.0% | -9.9% | +73.2% |
| 3Y | +288.8% | +100.4% | +188.5% | +222.9% |
| 5Y | +489.1% | +324.6% | +164.6% | +306.4% |
| 10Y | +3,041.8% | +485.3% | +2,556.5% | +1,778.4% |
| All | +160,143.0% | +20,012.8% | +140,130.2% | +49,849.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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