+267.2%
KLAC vs FND
-50.8%
+318.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | +2.5% | -5.1% | +7.5% | +4.2% |
| 30D | -11.5% | -22.5% | +11.0% | -4.0% |
| 3M | -16.9% | -5.0% | -11.9% | -16.3% |
| 6M | +22.2% | -21.5% | +43.8% | +30.1% |
| YTD | +46.4% | -23.0% | +69.4% | +56.2% |
| 1Y | +91.0% | -44.9% | +135.9% | +126.7% |
| All | +267.2% | -50.8% | +318.0% | +331.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling