+26.2%
KLAC vs MKSI
+40.1%
-13.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.0% | +0.9% | -0.2% |
| 7D | -5.7% | -10.7% | +5.0% | +3.0% |
| 30D | -27.6% | -30.5% | +2.9% | -4.1% |
| 3M | -23.3% | -39.2% | +15.9% | +11.9% |
| 6M | -12.4% | -33.0% | +20.7% | +24.2% |
| YTD | +23.7% | +22.3% | +1.4% | +20.3% |
| 1Y | +26.2% | +42.7% | -16.5% | +16.0% |
| All | +26.2% | +40.1% | -13.9% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling