+2,986.0%
KLAC vs MMM
+51.9%
+2,934.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.1% |
| 7D | +6.2% | -2.6% | +8.8% | +7.8% |
| 30D | -5.0% | -9.3% | +4.3% | +0.6% |
| 3M | -14.4% | +5.6% | -20.0% | -17.2% |
| 6M | +28.3% | +9.5% | +18.8% | +21.2% |
| YTD | +51.1% | +4.1% | +47.0% | +46.8% |
| 1Y | +100.4% | +9.4% | +91.0% | +88.2% |
| 3Y | +276.3% | +101.0% | +175.4% | +135.7% |
| 5Y | +452.1% | +26.1% | +425.9% | +370.9% |
| 10Y | +2,986.0% | +54.7% | +2,931.2% | +2,201.4% |
| All | +2,986.0% | +51.9% | +2,934.0% | +2,201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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