+279.1%
KLAC vs GEN
+57.6%
+221.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +6.2% | -2.9% | +9.1% | +6.8% |
| 30D | -5.0% | +2.1% | -7.0% | -5.6% |
| 3M | -14.4% | +19.7% | -34.1% | -18.9% |
| 6M | +28.3% | +33.3% | -5.0% | +15.9% |
| YTD | +51.1% | +11.1% | +40.0% | +46.1% |
| 1Y | +100.4% | +3.0% | +97.4% | +99.8% |
| All | +279.1% | +57.6% | +221.4% | +209.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling