+91.0%
KLAC vs FDX
+73.7%
+17.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -4.0% | -3.6% |
| 7D | +2.5% | -3.9% | +6.3% | +4.7% |
| 30D | -11.5% | -3.3% | -8.2% | -10.0% |
| 3M | -16.9% | -2.0% | -15.0% | -15.9% |
| 6M | +22.2% | +8.0% | +14.2% | +15.0% |
| YTD | +46.4% | +35.0% | +11.4% | +24.7% |
| 1Y | +91.0% | +73.7% | +17.3% | +39.2% |
| All | +91.0% | +73.7% | +17.3% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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