+452.1%
KLAC vs MUB
+1.5%
+450.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.5% |
| 7D | +6.2% | -0.7% | +6.9% | +7.2% |
| 30D | -5.0% | -2.0% | -3.0% | -2.4% |
| 3M | -14.4% | -2.5% | -11.9% | -11.3% |
| 6M | +28.3% | -2.3% | +30.6% | +32.7% |
| YTD | +51.1% | -1.3% | +52.4% | +54.7% |
| 1Y | +100.4% | +1.1% | +99.3% | +100.1% |
| 3Y | +276.3% | +8.2% | +268.1% | +237.9% |
| 5Y | +452.1% | +1.5% | +450.6% | +425.3% |
| All | +452.1% | +1.5% | +450.5% | +425.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 5y: compounded portfolio wealth divided by compounded MUB 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…
5y analysis · Full analysis span regression · 6 months rolling