+433.3%
KLAC vs ETSY
-66.2%
+499.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.3% | +1.5% |
| 7D | -2.7% | -4.9% | +2.2% | -1.5% |
| 30D | -13.2% | -8.6% | -4.5% | -11.6% |
| 3M | -25.0% | +4.8% | -29.8% | -27.0% |
| 6M | +23.6% | +38.1% | -14.5% | +11.2% |
| YTD | +49.2% | +31.2% | +18.0% | +35.3% |
| 1Y | +89.3% | +22.1% | +67.2% | +71.7% |
| 3Y | +274.4% | +12.2% | +262.1% | +227.3% |
| All | +433.3% | -66.2% | +499.5% | +525.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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