+3,041.8%
KLAC vs DIS
+22.0%
+3,019.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +2.0% |
| 7D | +10.6% | -1.1% | +11.7% | +11.1% |
| 30D | -4.5% | +0.1% | -4.6% | -5.0% |
| 3M | -10.3% | +7.1% | -17.3% | -14.9% |
| 6M | +40.9% | +4.3% | +36.6% | +35.2% |
| YTD | +56.1% | -6.9% | +63.1% | +59.0% |
| 1Y | +109.0% | -10.3% | +119.3% | +116.4% |
| 3Y | +288.8% | +32.8% | +256.0% | +207.4% |
| 5Y | +489.1% | -41.5% | +530.6% | +647.3% |
| 10Y | +3,041.8% | +21.2% | +3,020.6% | +2,340.7% |
| All | +3,041.8% | +22.0% | +3,019.8% | +2,340.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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