+125.4%
KLAC vs MUU
+2,520.2%
-2,394.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.3% | +6.2% | -0.8% |
| 7D | +2.5% | +3.6% | -1.1% | +1.4% |
| 30D | -11.5% | +22.3% | -33.8% | -16.7% |
| 3M | -16.9% | -8.2% | -8.7% | -20.1% |
| 6M | +22.2% | +256.3% | -234.1% | -21.4% |
| YTD | +46.4% | +534.4% | -488.0% | -20.4% |
| 1Y | +91.0% | +2,163.5% | -2,072.5% | -28.6% |
| All | +125.4% | +2,520.2% | -2,394.9% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling