+26.2%
KLAC vs EXC
+1.0%
+25.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -3.2% |
| 7D | -5.7% | +3.3% | -8.9% | -4.0% |
| 30D | -27.6% | +13.3% | -40.9% | -22.5% |
| 3M | -23.3% | +1.8% | -25.1% | -21.9% |
| 6M | -12.4% | +1.1% | -13.5% | -10.3% |
| YTD | +23.7% | +9.0% | +14.7% | +27.3% |
| 1Y | +26.2% | +3.4% | +22.8% | +30.0% |
| All | +26.2% | +1.0% | +25.1% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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