+195.3%
KLAC vs LII
-8.2%
+203.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.8% |
| 7D | +10.0% | +2.9% | +7.0% | +8.4% |
| 30D | -14.8% | +0.9% | -15.7% | -16.3% |
| 3M | -27.2% | -15.5% | -11.6% | -20.8% |
| 6M | -17.5% | -30.2% | +12.8% | -0.1% |
| YTD | +25.8% | -26.8% | +52.7% | +46.5% |
| 1Y | +31.8% | -25.3% | +57.1% | +51.3% |
| 3Y | +195.3% | -7.8% | +203.1% | +188.6% |
| All | +195.3% | -8.2% | +203.5% | +188.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling