+2,896.3%
KLAC vs LNT
+148.3%
+2,748.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +1.9% |
| 7D | -2.7% | -1.0% | -1.6% | -2.3% |
| 30D | -13.2% | -4.2% | -8.9% | -11.8% |
| 3M | -25.0% | -6.7% | -18.3% | -23.5% |
| 6M | +23.6% | -3.6% | +27.2% | +24.1% |
| YTD | +49.2% | +5.9% | +43.3% | +44.3% |
| 1Y | +89.3% | +7.3% | +82.1% | +81.9% |
| 3Y | +274.4% | +46.5% | +227.9% | +205.8% |
| 5Y | +440.9% | +32.5% | +408.5% | +354.4% |
| All | +2,896.3% | +148.3% | +2,748.0% | +1,838.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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