-17.5%
KLAC vs GEN
+38.7%
-56.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.4% | -5.6% | -2.5% |
| 7D | +10.0% | +2.0% | +7.9% | +10.6% |
| 30D | -14.8% | +27.7% | -42.5% | -8.2% |
| 3M | -27.2% | +3.3% | -30.4% | -29.3% |
| 6M | -17.5% | +31.8% | -49.3% | -3.8% |
| All | -17.5% | +38.7% | -56.1% | -3.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling