+162.4%
KLAC vs MSTU
-86.5%
+248.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -8.6% | +10.5% | +2.5% |
| 7D | +10.6% | +16.1% | -5.6% | +8.6% |
| 30D | -4.5% | +68.7% | -73.2% | -10.0% |
| 3M | -10.3% | -11.0% | +0.7% | -11.9% |
| 6M | +40.9% | -33.4% | +74.3% | +39.4% |
| YTD | +56.1% | -59.5% | +115.6% | +56.0% |
| 1Y | +109.0% | -93.4% | +202.4% | +141.8% |
| All | +162.4% | -86.5% | +248.9% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSTU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling