+97.2%
KLAC vs EXPE
+26.4%
+70.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.2% |
| 7D | +6.2% | -11.5% | +17.7% | +5.9% |
| 30D | -5.0% | -13.1% | +8.1% | -5.2% |
| 3M | -14.4% | +18.1% | -32.6% | -16.0% |
| 6M | +28.3% | +13.3% | +15.0% | +25.6% |
| YTD | +51.1% | -3.2% | +54.3% | +52.9% |
| All | +97.2% | +26.4% | +70.7% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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