+3,041.8%
KLAC vs MOS
+11.1%
+3,030.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.1% |
| 7D | +10.6% | +7.1% | +3.5% | +8.6% |
| 30D | -4.5% | +15.0% | -19.5% | -8.2% |
| 3M | -10.3% | +24.1% | -34.3% | -15.6% |
| 6M | +40.9% | +2.7% | +38.2% | +37.7% |
| YTD | +56.1% | +12.2% | +43.9% | +48.2% |
| 1Y | +109.0% | -16.3% | +125.3% | +113.6% |
| 3Y | +288.8% | -23.3% | +312.1% | +295.8% |
| 5Y | +489.1% | -4.2% | +493.3% | +432.6% |
| 10Y | +3,041.8% | +12.6% | +3,029.2% | +2,379.3% |
| All | +3,041.8% | +11.1% | +3,030.7% | +2,379.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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