+2,095.5%
KLAC vs EQX
+232.0%
+1,863.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.3% | +1.8% |
| 7D | -2.7% | -3.2% | +0.5% | -2.3% |
| 30D | -13.2% | +7.8% | -20.9% | -14.1% |
| 3M | -25.0% | +21.3% | -46.3% | -27.1% |
| 6M | +23.6% | -22.4% | +46.0% | +25.9% |
| YTD | +49.2% | -11.3% | +60.5% | +49.3% |
| 1Y | +89.3% | +13.5% | +75.8% | +84.0% |
| 3Y | +274.4% | +162.1% | +112.2% | +226.6% |
| 5Y | +440.9% | +84.2% | +356.8% | +364.0% |
| All | +2,095.5% | +232.0% | +1,863.5% | +2,422.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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