+31.9%
KLAC vs INTU
-47.4%
+79.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.6% |
| 7D | +21.2% | -4.1% | +25.3% | +19.5% |
| 30D | -14.5% | +12.8% | -27.4% | -10.4% |
| 3M | -24.4% | +2.1% | -26.5% | -22.7% |
| 6M | -12.9% | -11.5% | -1.5% | -8.7% |
| YTD | +29.9% | -47.9% | +77.9% | +32.4% |
| 1Y | +31.9% | -47.7% | +79.6% | +34.5% |
| All | +31.9% | -47.4% | +79.3% | +34.5% |
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