+157,277.0%
KLAC vs GD
+20,186.5%
+137,090.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.8% | +9.1% | +8.0% |
| 7D | +5.7% | -5.3% | +11.0% | +8.0% |
| 30D | -3.6% | -6.4% | +2.8% | -1.1% |
| 3M | -12.8% | +5.7% | -18.5% | -15.4% |
| 6M | +26.1% | -0.9% | +27.0% | +25.1% |
| YTD | +53.3% | +8.2% | +45.2% | +46.5% |
| 1Y | +113.7% | +13.4% | +100.3% | +100.3% |
| 3Y | +274.9% | +68.5% | +206.4% | +195.6% |
| 5Y | +470.1% | +97.2% | +373.0% | +320.2% |
| 10Y | +2,997.0% | +190.2% | +2,806.8% | +1,855.8% |
| All | +157,277.0% | +20,186.5% | +137,090.4% | +69,479.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 all: compounded portfolio wealth divided by compounded GD 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…
all analysis · Full analysis span regression · 6 months rolling