+113.7%
KLAC vs INTU
-49.4%
+163.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.4% | +10.7% | +6.3% |
| 7D | +5.7% | -7.1% | +12.8% | +3.6% |
| 30D | -3.6% | +1.5% | -5.1% | -2.9% |
| 3M | -12.8% | +10.7% | -23.5% | -7.9% |
| 6M | +26.1% | -23.8% | +49.9% | +28.9% |
| YTD | +53.3% | -49.3% | +102.6% | +63.4% |
| 1Y | +113.7% | -49.7% | +163.3% | +128.1% |
| All | +113.7% | -49.4% | +163.1% | +128.1% |
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