+2,986.0%
KLAC vs INTU
+209.2%
+2,776.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.4% |
| 7D | +6.2% | -8.5% | +14.6% | +11.1% |
| 30D | -5.0% | -6.1% | +1.1% | -2.8% |
| 3M | -14.4% | +7.3% | -21.7% | -21.7% |
| 6M | +28.3% | -33.2% | +61.5% | +47.9% |
| YTD | +51.1% | -52.2% | +103.3% | +113.4% |
| 1Y | +100.4% | -52.7% | +153.1% | +183.5% |
| 3Y | +276.3% | -41.6% | +318.0% | +336.9% |
| 5Y | +452.1% | -42.6% | +494.7% | +515.6% |
| 10Y | +2,986.0% | +211.0% | +2,774.9% | +947.4% |
| All | +2,986.0% | +209.2% | +2,776.8% | +947.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling