+478.6%
KLAC vs INTU
-38.3%
+516.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.4% | +10.7% | +8.5% |
| 7D | +5.7% | -7.1% | +12.8% | +8.4% |
| 30D | -3.6% | +1.5% | -5.1% | -4.8% |
| 3M | -12.8% | +10.7% | -23.5% | -18.3% |
| 6M | +26.1% | -23.8% | +49.9% | +33.5% |
| YTD | +53.3% | -49.3% | +102.6% | +103.2% |
| 1Y | +113.7% | -49.7% | +163.3% | +183.1% |
| 3Y | +274.9% | -38.0% | +312.9% | +319.7% |
| All | +478.6% | -38.3% | +516.9% | +523.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling