+274.4%
KLAC vs FRSH
-46.4%
+320.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -2.7% | -6.6% | +3.9% | -2.0% |
| 30D | -13.2% | +2.1% | -15.3% | -13.6% |
| 3M | -25.0% | +29.0% | -54.0% | -28.2% |
| 6M | +23.6% | +48.6% | -25.0% | +14.0% |
| YTD | +49.2% | -2.9% | +52.2% | +50.4% |
| 1Y | +89.3% | -7.9% | +97.2% | +92.9% |
| 3Y | +274.4% | -46.5% | +320.9% | +319.4% |
| All | +274.4% | -46.4% | +320.8% | +319.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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