+3,041.8%
KLAC vs LII
+167.7%
+2,874.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +2.7% |
| 7D | +10.6% | +2.1% | +8.5% | +9.2% |
| 30D | -4.5% | -12.4% | +7.9% | +3.2% |
| 3M | -10.3% | -24.8% | +14.5% | +5.5% |
| 6M | +40.9% | -25.2% | +66.1% | +65.6% |
| YTD | +56.1% | -20.3% | +76.4% | +75.5% |
| 1Y | +109.0% | -32.9% | +142.0% | +159.0% |
| 3Y | +288.8% | +2.0% | +286.8% | +262.9% |
| 5Y | +489.1% | +24.4% | +464.7% | +372.7% |
| 10Y | +3,041.8% | +167.2% | +2,874.5% | +1,569.9% |
| All | +3,041.8% | +167.7% | +2,874.1% | +1,569.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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