+26,008.6%
KLAC vs MSTR
+1,685.0%
+24,323.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.4% | +8.7% | +7.6% |
| 7D | +5.7% | +12.2% | -6.4% | +3.0% |
| 30D | -3.6% | +45.2% | -48.8% | -11.1% |
| 3M | -12.8% | +10.4% | -23.2% | -16.0% |
| 6M | +26.1% | -2.5% | +28.5% | +23.3% |
| YTD | +53.3% | -6.0% | +59.3% | +48.5% |
| 1Y | +113.7% | -56.4% | +170.1% | +138.2% |
| 3Y | +274.9% | +306.3% | -31.4% | +129.3% |
| 5Y | +470.1% | +100.5% | +369.7% | +252.4% |
| 10Y | +2,997.0% | +741.1% | +2,255.9% | +1,170.2% |
| All | +26,008.6% | +1,685.0% | +24,323.6% | +4,841.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling