+140.4%
KLAC vs MUU
+2,639.0%
-2,498.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +2.6% |
| 7D | +10.6% | +13.9% | -3.3% | +7.0% |
| 30D | -4.5% | +24.8% | -29.3% | -10.3% |
| 3M | -10.3% | -15.7% | +5.5% | -12.0% |
| 6M | +40.9% | +338.9% | -298.0% | -13.8% |
| YTD | +56.1% | +563.2% | -507.0% | -15.9% |
| 1Y | +109.0% | +2,577.5% | -2,468.5% | -25.1% |
| All | +140.4% | +2,639.0% | -2,498.6% | -28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling