+288.8%
KLAC vs FDX
+62.0%
+226.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +2.9% |
| 7D | +10.6% | -3.3% | +13.9% | +12.1% |
| 30D | -4.5% | -1.4% | -3.1% | -4.1% |
| 3M | -10.3% | -4.5% | -5.7% | -8.5% |
| 6M | +40.9% | +9.4% | +31.5% | +35.5% |
| YTD | +56.1% | +36.0% | +20.1% | +38.3% |
| 1Y | +109.0% | +75.5% | +33.5% | +68.3% |
| 3Y | +288.8% | +62.8% | +226.0% | +202.4% |
| All | +288.8% | +62.0% | +226.8% | +202.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling