+430.6%
KLAC vs GEN
+21.5%
+409.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | +2.5% | -4.3% | +6.8% | +3.7% |
| 30D | -11.5% | +3.8% | -15.3% | -12.7% |
| 3M | -16.9% | +22.3% | -39.2% | -23.0% |
| 6M | +22.2% | +39.0% | -16.7% | +6.8% |
| YTD | +46.4% | +11.9% | +34.5% | +38.6% |
| 1Y | +91.0% | +4.5% | +86.5% | +85.6% |
| 3Y | +264.6% | +59.0% | +205.6% | +196.2% |
| 5Y | +430.6% | +22.0% | +408.6% | +364.5% |
| All | +430.6% | +21.5% | +409.1% | +364.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling