+129.8%
KLAC vs MUU
+2,491.4%
-2,361.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.2% |
| 7D | -2.7% | -8.2% | +5.6% | -0.8% |
| 30D | -13.2% | +10.2% | -23.3% | -16.0% |
| 3M | -25.0% | -26.5% | +1.5% | -23.9% |
| 6M | +23.6% | +227.2% | -203.6% | -18.8% |
| YTD | +49.2% | +527.4% | -478.2% | -18.6% |
| 1Y | +89.3% | +1,843.7% | -1,754.3% | -26.2% |
| All | +129.8% | +2,491.4% | -2,361.6% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling