+7,927.8%
KLAC vs EXR
+3,081.1%
+4,846.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | +10.0% | -0.4% | +10.4% | +10.2% |
| 30D | -14.8% | +18.2% | -33.0% | -20.5% |
| 3M | -27.2% | +7.3% | -34.5% | -29.5% |
| 6M | -17.5% | +13.8% | -31.3% | -22.5% |
| YTD | +25.8% | +25.9% | -0.1% | +13.4% |
| 1Y | +31.8% | +25.8% | +6.0% | +18.7% |
| 3Y | +195.3% | +53.7% | +141.6% | +138.3% |
| 5Y | +285.9% | -1.8% | +287.7% | +266.8% |
| 10Y | +2,247.6% | +214.5% | +2,033.1% | +1,216.0% |
| All | +7,927.8% | +3,081.1% | +4,846.7% | +1,565.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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