+2,896.3%
KLAC vs GEN
+159.8%
+2,736.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.7% |
| 7D | -2.7% | -1.3% | -1.4% | -2.3% |
| 30D | -13.2% | +6.1% | -19.3% | -14.9% |
| 3M | -25.0% | +27.0% | -52.0% | -31.2% |
| 6M | +23.6% | +43.9% | -20.3% | +7.5% |
| YTD | +49.2% | +13.0% | +36.2% | +40.3% |
| 1Y | +89.3% | +4.0% | +85.3% | +82.8% |
| 3Y | +274.4% | +66.2% | +208.2% | +205.5% |
| 5Y | +440.9% | +23.2% | +417.8% | +376.5% |
| All | +2,896.3% | +159.8% | +2,736.5% | +1,862.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling