+288.8%
KLAC vs MSCI
+4.4%
+284.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.6% | +2.4% |
| 7D | +10.6% | -2.1% | +12.7% | +10.9% |
| 30D | -4.5% | -1.7% | -2.8% | -4.3% |
| 3M | -10.3% | -8.2% | -2.0% | -9.6% |
| 6M | +40.9% | -2.4% | +43.3% | +37.8% |
| YTD | +56.1% | -2.8% | +58.9% | +52.5% |
| 1Y | +109.0% | -2.7% | +111.7% | +102.6% |
| 3Y | +288.8% | +7.3% | +281.5% | +250.4% |
| All | +288.8% | +4.4% | +284.4% | +250.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling