+423.1%
KLAC vs EQT
+197.4%
+225.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | +2.5% | -1.2% | +3.6% | +2.7% |
| 30D | -11.5% | +1.1% | -12.6% | -11.8% |
| 3M | -16.9% | +4.8% | -21.7% | -18.1% |
| 6M | +22.2% | -10.6% | +32.8% | +24.5% |
| YTD | +46.4% | +3.4% | +42.9% | +43.5% |
| 1Y | +91.0% | +8.7% | +82.3% | +84.7% |
| 3Y | +264.6% | +35.0% | +229.6% | +229.4% |
| All | +423.1% | +197.4% | +225.7% | +312.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling