+26.2%
KLAC vs FLEX
+23.4%
+2.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.3% | +8.2% | +2.3% |
| 7D | -5.7% | -17.0% | +11.3% | +3.6% |
| 30D | -27.6% | -33.8% | +6.3% | -11.3% |
| 3M | -23.3% | -39.0% | +15.8% | -2.1% |
| 6M | -12.4% | -15.9% | +3.5% | -0.8% |
| YTD | +23.7% | +27.8% | -4.1% | +8.0% |
| 1Y | +26.2% | +25.0% | +1.2% | +10.7% |
| All | +26.2% | +23.4% | +2.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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