+100.4%
KLAC vs INTU
-52.6%
+153.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -3.7% |
| 7D | +6.2% | -8.5% | +14.6% | +3.6% |
| 30D | -5.0% | -6.1% | +1.1% | -6.4% |
| 3M | -14.4% | +7.3% | -21.7% | -10.7% |
| 6M | +28.3% | -33.2% | +61.5% | +29.2% |
| YTD | +51.1% | -52.2% | +103.3% | +57.7% |
| 1Y | +100.4% | -52.7% | +153.1% | +109.6% |
| All | +100.4% | -52.6% | +153.0% | +109.6% |
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