+2,838.9%
KLAC vs EQT
+52.9%
+2,786.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.2% |
| 7D | +2.5% | -1.2% | +3.6% | +2.7% |
| 30D | -11.5% | +1.1% | -12.6% | -11.7% |
| 3M | -16.9% | +4.8% | -21.7% | -17.9% |
| 6M | +22.2% | -10.6% | +32.8% | +24.1% |
| YTD | +46.4% | +3.4% | +42.9% | +44.1% |
| 1Y | +91.0% | +8.7% | +82.3% | +86.0% |
| 3Y | +264.6% | +35.0% | +229.6% | +236.3% |
| 5Y | +430.6% | +204.2% | +226.3% | +314.3% |
| All | +2,838.9% | +52.9% | +2,786.1% | +1,960.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling