+2,986.0%
KLAC vs MSCI
+615.8%
+2,370.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.5% |
| 7D | +6.2% | -1.1% | +7.3% | +6.7% |
| 30D | -5.0% | -1.2% | -3.8% | -4.7% |
| 3M | -14.4% | -8.4% | -6.0% | -12.7% |
| 6M | +28.3% | -1.0% | +29.3% | +23.0% |
| YTD | +51.1% | -2.3% | +53.4% | +44.7% |
| 1Y | +100.4% | -1.2% | +101.6% | +88.0% |
| 3Y | +276.3% | +7.9% | +268.4% | +221.2% |
| 5Y | +452.1% | -10.1% | +462.1% | +419.8% |
| 10Y | +2,986.0% | +631.0% | +2,355.0% | +773.6% |
| All | +2,986.0% | +615.8% | +2,370.2% | +773.6% |
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