+160,142.9%
KLAC vs MKC
+3,364.7%
+156,778.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | +10.6% | -4.3% | +14.9% | +12.2% |
| 30D | -4.5% | -2.0% | -2.5% | -4.1% |
| 3M | -10.3% | +10.0% | -20.3% | -14.3% |
| 6M | +40.9% | -18.5% | +59.4% | +48.2% |
| YTD | +56.1% | -22.4% | +78.5% | +66.0% |
| 1Y | +109.0% | -23.6% | +132.7% | +122.3% |
| 3Y | +288.8% | -30.4% | +319.3% | +316.7% |
| 5Y | +489.1% | -34.2% | +523.3% | +531.4% |
| 10Y | +3,041.8% | +26.8% | +3,015.0% | +2,499.2% |
| All | +160,142.9% | +3,364.7% | +156,778.2% | +41,854.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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