+30,914.8%
KLAC vs FDS
+9,090.7%
+21,824.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.3% | +6.1% | +3.5% |
| 7D | +10.6% | -5.4% | +16.0% | +12.8% |
| 30D | -4.5% | +1.6% | -6.1% | -5.7% |
| 3M | -10.3% | +17.7% | -28.0% | -19.3% |
| 6M | +40.9% | +29.1% | +11.8% | +18.6% |
| YTD | +56.1% | +1.0% | +55.1% | +43.9% |
| 1Y | +109.0% | -21.6% | +130.6% | +111.4% |
| 3Y | +288.8% | -30.1% | +318.9% | +309.6% |
| 5Y | +489.1% | -20.7% | +509.9% | +485.4% |
| 10Y | +3,041.8% | +78.3% | +2,963.5% | +2,106.5% |
| All | +30,914.8% | +9,090.7% | +21,824.1% | +6,087.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FDS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling