+7,884.0%
KLAC vs LII
+2,734.1%
+5,149.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.0% | +8.7% | +7.5% |
| 7D | -12.3% | -0.6% | -11.7% | -12.2% |
| 30D | -29.6% | -4.6% | -25.0% | -28.8% |
| 3M | -28.2% | -21.2% | -7.0% | -21.3% |
| 6M | -23.6% | -36.4% | +12.9% | -8.2% |
| YTD | +14.4% | -28.9% | +43.3% | +30.3% |
| 1Y | +15.4% | -29.5% | +44.9% | +31.7% |
| 3Y | +184.3% | -8.6% | +192.9% | +188.6% |
| 5Y | +248.9% | +20.2% | +228.7% | +213.9% |
| 10Y | +2,076.9% | +166.2% | +1,910.7% | +1,323.8% |
| All | +7,884.0% | +2,734.1% | +5,149.8% | +1,636.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling