+26.2%
KLAC vs EEM
+14.8%
+11.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -5.5% |
| 7D | -5.7% | -3.0% | -2.7% | -0.9% |
| 30D | -27.6% | -10.3% | -17.2% | -13.0% |
| 3M | -23.3% | -6.6% | -16.6% | -13.7% |
| 6M | -12.4% | -3.4% | -9.0% | -3.6% |
| YTD | +23.7% | +13.2% | +10.5% | +2.2% |
| 1Y | +26.2% | +15.0% | +11.2% | +0.8% |
| All | +26.2% | +14.8% | +11.4% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 1y: compounded portfolio wealth divided by compounded EEM 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…
1y analysis · Full analysis span regression · 6 months rolling