+157,276.9%
KLAC vs GEN
+8,838.8%
+148,438.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.2% | +9.5% | +8.0% |
| 7D | +5.7% | -1.2% | +6.9% | +6.1% |
| 30D | -3.6% | +10.1% | -13.8% | -6.9% |
| 3M | -12.8% | +16.1% | -28.9% | -18.1% |
| 6M | +26.1% | +38.9% | -12.8% | +10.4% |
| YTD | +53.3% | +14.4% | +38.9% | +42.7% |
| 1Y | +113.7% | +5.9% | +107.8% | +103.6% |
| 3Y | +274.9% | +58.8% | +216.1% | +208.4% |
| 5Y | +470.1% | +24.7% | +445.5% | +398.6% |
| 10Y | +2,997.0% | +163.1% | +2,833.9% | +1,862.6% |
| All | +157,276.9% | +8,838.8% | +148,438.1% | +28,652.8% |
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 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