+2,986.0%
KLAC vs KEY
+167.1%
+2,818.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +6.2% | -0.3% | +6.5% | +6.3% |
| 30D | -5.0% | -3.3% | -1.7% | -3.7% |
| 3M | -14.4% | -0.7% | -13.7% | -14.1% |
| 6M | +28.3% | +12.5% | +15.8% | +22.6% |
| YTD | +51.1% | +8.4% | +42.7% | +46.4% |
| 1Y | +100.4% | +18.4% | +81.9% | +87.1% |
| 3Y | +276.3% | +123.3% | +153.0% | +167.6% |
| 5Y | +452.1% | +38.8% | +413.2% | +355.3% |
| 10Y | +2,986.0% | +169.3% | +2,816.7% | +1,762.8% |
| All | +2,986.0% | +167.1% | +2,818.8% | +1,762.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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