-12.5%
KLAC vs MSTR
-35.3%
+22.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.2% | +5.1% |
| 7D | +7.5% | -14.2% | +21.7% | +10.4% |
| 30D | -15.3% | -19.9% | +4.6% | -12.2% |
| 3M | -19.6% | +27.3% | -46.9% | -21.5% |
| 6M | -12.5% | -37.6% | +25.0% | +10.4% |
| All | -12.5% | -35.3% | +22.8% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 6mo: compounded portfolio wealth divided by compounded MSTR 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…
6mo analysis · Full analysis span regression · 6 months rolling