+26.2%
KLAC vs INTU
-46.5%
+72.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.5% | -7.6% | -2.9% |
| 7D | -5.7% | +8.7% | -14.3% | -2.7% |
| 30D | -27.6% | +25.9% | -53.4% | -21.3% |
| 3M | -23.3% | +10.7% | -34.0% | -19.4% |
| 6M | -12.4% | -11.6% | -0.8% | -7.1% |
| YTD | +23.7% | -45.4% | +69.1% | +28.1% |
| 1Y | +26.2% | -45.2% | +71.4% | +30.7% |
| All | +26.2% | -46.5% | +72.7% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 1y: compounded portfolio wealth divided by compounded INTU 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…
1y analysis · Full analysis span regression · 6 months rolling