+129,057.6%
KLAC vs GEN
+8,765.9%
+120,291.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.4% | -5.6% | -3.9% |
| 7D | +10.0% | +2.0% | +7.9% | +9.3% |
| 30D | -14.8% | +27.7% | -42.5% | -21.9% |
| 3M | -27.2% | +3.3% | -30.4% | -29.3% |
| 6M | -17.5% | +31.8% | -49.3% | -27.2% |
| YTD | +25.8% | +13.5% | +12.3% | +15.4% |
| 1Y | +31.8% | +16.0% | +15.8% | +19.9% |
| 3Y | +195.3% | +70.6% | +124.7% | +133.6% |
| 5Y | +285.9% | +32.1% | +253.8% | +226.0% |
| 10Y | +2,247.6% | +153.4% | +2,094.2% | +1,382.9% |
| All | +129,057.6% | +8,765.9% | +120,291.7% | +23,153.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling