+89.3%
KLAC vs MKSI
+142.7%
-53.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +0.4% |
| 7D | -2.7% | +2.7% | -5.4% | -4.6% |
| 30D | -13.2% | -12.8% | -0.4% | -3.8% |
| 3M | -25.0% | -22.5% | -2.5% | -7.2% |
| 6M | +23.6% | +19.4% | +4.2% | +15.1% |
| YTD | +49.2% | +67.7% | -18.5% | +14.8% |
| 1Y | +89.3% | +131.4% | -42.1% | +22.8% |
| All | +89.3% | +142.7% | -53.4% | +22.8% |
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