+279.1%
KLAC vs DOW
-35.5%
+314.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | +6.2% | -6.0% | +12.2% | +7.4% |
| 30D | -5.0% | -2.7% | -2.2% | -4.7% |
| 3M | -14.4% | -10.5% | -3.9% | -12.6% |
| 6M | +28.3% | -12.4% | +40.7% | +28.2% |
| YTD | +51.1% | +30.0% | +21.1% | +28.1% |
| 1Y | +100.4% | +27.8% | +72.6% | +69.3% |
| All | +279.1% | -35.5% | +314.5% | +330.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling