+157,277.0%
KLAC vs EIX
+1,083.9%
+156,193.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.1% |
| 7D | +5.7% | -19.1% | +24.8% | +9.6% |
| 30D | -3.6% | -16.9% | +13.3% | -0.7% |
| 3M | -12.8% | -20.0% | +7.2% | -9.8% |
| 6M | +26.1% | -21.3% | +47.4% | +30.8% |
| YTD | +53.3% | -1.7% | +55.0% | +51.1% |
| 1Y | +113.7% | +9.6% | +104.1% | +105.1% |
| 3Y | +274.9% | -3.7% | +278.6% | +263.2% |
| 5Y | +470.1% | +22.6% | +447.5% | +420.2% |
| 10Y | +2,997.0% | +17.7% | +2,979.3% | +2,671.0% |
| All | +157,277.0% | +1,083.9% | +156,193.0% | +95,727.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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