+157,276.9%
KLAC vs MMM
+2,854.2%
+154,422.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +5.7% | -3.3% | +9.0% | +7.9% |
| 30D | -3.6% | -7.0% | +3.4% | +0.7% |
| 3M | -12.8% | +10.8% | -23.6% | -18.2% |
| 6M | +26.1% | +5.8% | +20.3% | +21.4% |
| YTD | +53.3% | +6.8% | +46.5% | +46.6% |
| 1Y | +113.7% | +10.4% | +103.3% | +99.3% |
| 3Y | +274.9% | +104.7% | +170.2% | +130.5% |
| 5Y | +470.1% | +23.6% | +446.6% | +371.8% |
| 10Y | +2,997.0% | +54.1% | +2,942.9% | +2,073.3% |
| All | +157,276.9% | +2,854.2% | +154,422.8% | +25,942.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling