+113.7%
KLAC vs EQT
+7.9%
+105.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.1% | +7.3% |
| 7D | +5.7% | +1.1% | +4.6% | +5.8% |
| 30D | -3.6% | +7.7% | -11.3% | -3.4% |
| 3M | -12.8% | +0.2% | -13.0% | -12.2% |
| 6M | +26.1% | -9.5% | +35.5% | +28.2% |
| YTD | +53.3% | +3.8% | +49.5% | +51.6% |
| 1Y | +113.7% | +7.8% | +105.9% | +114.9% |
| All | +113.7% | +7.9% | +105.8% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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