+85.7%
KLAC vs KO
+33.0%
+52.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.5% | -2.8% |
| 7D | +2.5% | -1.1% | +3.6% | +1.4% |
| 30D | -11.5% | +1.6% | -13.1% | -9.9% |
| 3M | -16.9% | +5.8% | -22.7% | -10.1% |
| 6M | +22.2% | +14.3% | +8.0% | +39.2% |
| YTD | +46.4% | +27.3% | +19.0% | +89.4% |
| All | +85.7% | +33.0% | +52.7% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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