+470.0%
KLAC vs LII
+25.3%
+444.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.2% | +6.6% |
| 7D | +5.7% | -0.7% | +6.5% | +6.2% |
| 30D | -3.6% | -12.6% | +9.0% | +4.5% |
| 3M | -12.8% | -24.4% | +11.6% | +2.7% |
| 6M | +26.1% | -28.7% | +54.8% | +53.3% |
| YTD | +53.3% | -19.1% | +72.5% | +71.2% |
| 1Y | +113.7% | -29.7% | +143.4% | +158.4% |
| 3Y | +274.9% | +4.8% | +270.1% | +236.7% |
| All | +470.0% | +25.3% | +444.7% | +306.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling