+91.0%
KLAC vs MSFU
-20.3%
+111.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.1% |
| 7D | +2.5% | -6.9% | +9.4% | +2.2% |
| 30D | -11.5% | -5.1% | -6.4% | -11.6% |
| 3M | -16.9% | +44.6% | -61.6% | -15.0% |
| 6M | +22.2% | +32.8% | -10.6% | +23.9% |
| YTD | +46.4% | -10.1% | +56.4% | +54.4% |
| 1Y | +91.0% | -19.4% | +110.4% | +109.1% |
| All | +91.0% | -20.3% | +111.3% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling