+3,041.8%
KLAC vs EXPD
+308.0%
+2,733.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.9% |
| 7D | +10.6% | -0.9% | +11.5% | +11.3% |
| 30D | -4.5% | +4.1% | -8.6% | -7.1% |
| 3M | -10.3% | +13.8% | -24.0% | -18.1% |
| 6M | +40.9% | +27.3% | +13.6% | +17.8% |
| YTD | +56.1% | +25.4% | +30.7% | +29.8% |
| 1Y | +109.0% | +54.4% | +54.7% | +47.0% |
| 3Y | +288.8% | +67.9% | +221.0% | +148.1% |
| 5Y | +489.1% | +59.2% | +430.0% | +284.6% |
| 10Y | +3,041.8% | +308.6% | +2,733.2% | +961.6% |
| All | +3,041.8% | +308.0% | +2,733.8% | +961.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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