+89.3%
KLAC vs FND
-45.3%
+134.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.6% |
| 7D | -2.7% | -5.8% | +3.1% | -0.9% |
| 30D | -13.2% | -20.2% | +7.0% | -7.0% |
| 3M | -25.0% | -12.0% | -13.1% | -22.6% |
| 6M | +23.6% | -18.5% | +42.1% | +29.3% |
| YTD | +49.2% | -22.3% | +71.5% | +58.5% |
| 1Y | +89.3% | -47.6% | +137.0% | +127.1% |
| All | +89.3% | -45.3% | +134.7% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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