+252.2%
KLAC vs INTU
-42.6%
+294.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -3.8% | +10.5% | +7.8% |
| 7D | -12.3% | +0.1% | -12.4% | -12.5% |
| 30D | -29.6% | +15.4% | -45.1% | -33.4% |
| 3M | -28.2% | +6.6% | -34.8% | -31.2% |
| 6M | -23.6% | -11.3% | -12.3% | -24.0% |
| YTD | +14.4% | -47.7% | +62.1% | +48.3% |
| 1Y | +15.4% | -47.0% | +62.4% | +47.9% |
| 3Y | +184.3% | -29.9% | +214.2% | +192.7% |
| All | +252.2% | -42.6% | +294.8% | +288.9% |
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