+9,594.7%
KLAC vs EEM
+862.7%
+8,732.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +10.6% | +3.1% | +7.5% | +8.0% |
| 30D | -4.5% | +4.9% | -9.4% | -7.9% |
| 3M | -10.3% | +5.2% | -15.5% | -12.1% |
| 6M | +40.9% | +20.7% | +20.2% | +25.0% |
| YTD | +56.1% | +26.5% | +29.6% | +34.7% |
| 1Y | +109.0% | +37.8% | +71.2% | +69.8% |
| 3Y | +288.8% | +91.0% | +197.9% | +152.9% |
| 5Y | +489.1% | +47.0% | +442.1% | +373.0% |
| 10Y | +3,041.8% | +125.6% | +2,916.2% | +1,887.1% |
| All | +9,594.7% | +862.7% | +8,732.0% | +1,193.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling