+433.7%
KLAC vs FLNC
-70.4%
+504.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +1.5% |
| 7D | -2.7% | -4.1% | +1.4% | -2.0% |
| 30D | -13.2% | -24.8% | +11.6% | -8.6% |
| 3M | -25.0% | -59.1% | +34.1% | -12.1% |
| 6M | +23.6% | -42.0% | +65.6% | +30.9% |
| YTD | +49.2% | -49.8% | +99.0% | +58.3% |
| 1Y | +89.3% | +43.1% | +46.2% | +58.9% |
| 3Y | +274.4% | -61.0% | +335.3% | +248.0% |
| All | +433.7% | -70.4% | +504.0% | +333.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 5y: compounded portfolio wealth divided by compounded FLNC 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…
5y analysis · Full analysis span regression · 6 months rolling