+430.6%
KLAC vs LNT
+30.4%
+400.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.1% |
| 7D | +2.5% | -1.1% | +3.6% | +2.5% |
| 30D | -11.5% | -1.9% | -9.6% | -11.5% |
| 3M | -16.9% | -7.2% | -9.8% | -16.9% |
| 6M | +22.2% | -3.9% | +26.1% | +22.0% |
| YTD | +46.4% | +5.9% | +40.5% | +44.9% |
| 1Y | +91.0% | +8.4% | +82.6% | +88.6% |
| 3Y | +264.6% | +46.6% | +218.0% | +242.2% |
| 5Y | +430.6% | +32.4% | +398.1% | +399.7% |
| All | +430.6% | +30.4% | +400.2% | +399.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling