+430.6%
KLAC vs EEM
+42.3%
+388.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -1.0% | 0.0% |
| 7D | +2.5% | -0.7% | +3.1% | +3.7% |
| 30D | -11.5% | +2.4% | -13.9% | -14.4% |
| 3M | -16.9% | +4.2% | -21.1% | -19.4% |
| 6M | +22.2% | +14.8% | +7.5% | +3.8% |
| YTD | +46.4% | +23.1% | +23.3% | +14.1% |
| 1Y | +91.0% | +32.5% | +58.5% | +35.6% |
| 3Y | +264.6% | +85.9% | +178.7% | +68.6% |
| 5Y | +430.6% | +43.6% | +387.0% | +238.9% |
| All | +430.6% | +42.3% | +388.3% | +238.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling