+89.3%
KLAC vs NDAQ
-2.2%
+91.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +1.9% |
| 7D | -2.7% | -5.6% | +2.9% | -3.5% |
| 30D | -13.2% | -4.4% | -8.8% | -13.7% |
| 3M | -25.0% | +5.9% | -30.9% | -23.4% |
| 6M | +23.6% | +7.7% | +15.9% | +24.5% |
| YTD | +49.2% | -5.2% | +54.4% | +58.7% |
| 1Y | +89.3% | -3.4% | +92.7% | +93.0% |
| All | +89.3% | -2.2% | +91.5% | +93.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling