+2,247.0%
KLAC vs MSCI
+811.9%
+1,435.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.9% |
| 7D | +10.0% | +3.0% | +7.0% | +8.2% |
| 30D | -14.8% | +17.8% | -32.6% | -23.0% |
| 3M | -27.2% | +15.2% | -42.4% | -33.6% |
| 6M | -17.5% | +16.5% | -33.9% | -28.0% |
| YTD | +25.8% | +16.4% | +9.5% | +8.2% |
| 1Y | +31.8% | +16.8% | +15.0% | +12.9% |
| 3Y | +195.3% | +35.8% | +159.5% | +117.5% |
| 5Y | +285.9% | +7.0% | +279.0% | +227.1% |
| All | +2,247.0% | +811.9% | +1,435.1% | +455.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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