+89.3%
KLAC vs EEM
+33.3%
+56.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | -0.2% |
| 7D | -2.7% | -1.3% | -1.4% | -0.5% |
| 30D | -13.2% | +2.1% | -15.2% | -16.0% |
| 3M | -25.0% | +1.0% | -26.0% | -24.5% |
| 6M | +23.6% | +15.9% | +7.7% | +1.3% |
| YTD | +49.2% | +24.6% | +24.6% | +6.2% |
| 1Y | +89.3% | +32.3% | +57.0% | +22.7% |
| All | +89.3% | +33.3% | +56.0% | +22.7% |
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