+157,276.9%
KLAC vs KEY
+1,050.5%
+156,226.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.2% |
| 7D | +5.7% | +2.2% | +3.5% | +5.0% |
| 30D | -3.6% | -3.0% | -0.6% | -2.7% |
| 3M | -12.8% | +3.3% | -16.1% | -13.7% |
| 6M | +26.1% | +9.2% | +16.9% | +22.7% |
| YTD | +53.3% | +10.6% | +42.7% | +48.6% |
| 1Y | +113.7% | +20.4% | +93.3% | +101.2% |
| 3Y | +274.9% | +121.8% | +153.0% | +185.2% |
| 5Y | +470.1% | +41.1% | +429.0% | +381.6% |
| 10Y | +2,997.0% | +168.5% | +2,828.5% | +1,902.4% |
| All | +157,276.9% | +1,050.5% | +156,226.4% | +46,687.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling