+2,896.3%
KLAC vs NOK
+144.6%
+2,751.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.8% | -2.8% | +0.4% |
| 7D | -2.7% | +11.0% | -13.6% | -5.9% |
| 30D | -13.2% | +7.8% | -21.0% | -15.2% |
| 3M | -25.0% | -21.0% | -4.0% | -19.3% |
| 6M | +23.6% | +40.9% | -17.3% | +11.6% |
| YTD | +49.2% | +72.0% | -22.8% | +26.8% |
| 1Y | +89.3% | +140.9% | -51.6% | +43.2% |
| 3Y | +274.4% | +194.3% | +80.1% | +162.6% |
| 5Y | +440.9% | +112.5% | +328.4% | +313.8% |
| All | +2,896.3% | +144.6% | +2,751.7% | +1,810.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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