+4,867.8%
KLAC vs MUB
+76.5%
+4,791.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.9% |
| 7D | +10.0% | -1.3% | +11.3% | +11.1% |
| 30D | -14.8% | +2.2% | -17.0% | -16.3% |
| 3M | -27.2% | -1.6% | -25.5% | -26.3% |
| 6M | -17.5% | -1.3% | -16.2% | -16.6% |
| YTD | +25.8% | -0.7% | +26.5% | +26.7% |
| 1Y | +31.8% | -0.2% | +32.0% | +32.3% |
| 3Y | +195.3% | +9.6% | +185.7% | +175.7% |
| 5Y | +285.9% | +2.6% | +283.4% | +277.0% |
| 10Y | +2,247.6% | +21.5% | +2,226.1% | +2,094.6% |
| All | +4,867.8% | +76.5% | +4,791.3% | +4,106.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling