+26.2%
KLAC vs MUU
+478.9%
-452.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -14.0% | +9.9% | -0.6% |
| 7D | -5.7% | -35.9% | +30.2% | +4.7% |
| 30D | -27.6% | -47.1% | +19.5% | -16.3% |
| 3M | -23.3% | -29.8% | +6.6% | -18.4% |
| 6M | -12.4% | +16.0% | -28.4% | -21.9% |
| YTD | +23.7% | +286.1% | -262.3% | -17.2% |
| 1Y | +26.2% | +504.3% | -478.1% | -23.1% |
| All | +26.2% | +478.9% | -452.7% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling