+2,838.9%
KLAC vs NDAQ
+370.8%
+2,468.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.6% |
| 7D | +2.5% | -6.8% | +9.2% | +7.3% |
| 30D | -11.5% | -3.2% | -8.4% | -9.8% |
| 3M | -16.9% | +6.5% | -23.4% | -22.5% |
| 6M | +22.2% | +5.7% | +16.5% | +13.2% |
| YTD | +46.4% | -4.6% | +51.0% | +45.5% |
| 1Y | +91.0% | -1.6% | +92.6% | +84.1% |
| 3Y | +264.6% | +86.4% | +178.1% | +107.6% |
| 5Y | +430.6% | +50.3% | +380.3% | +253.8% |
| All | +2,838.9% | +370.8% | +2,468.1% | +782.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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