+113.7%
KLAC vs NU
+3.6%
+110.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.0% | +9.3% | +8.0% |
| 7D | +5.7% | +7.5% | -1.8% | +2.9% |
| 30D | -3.6% | +6.1% | -9.8% | -6.0% |
| 3M | -12.8% | +26.8% | -39.6% | -21.1% |
| 6M | +26.1% | +2.5% | +23.6% | +25.4% |
| YTD | +53.3% | -8.2% | +61.5% | +63.9% |
| 1Y | +113.7% | +3.4% | +110.3% | +119.7% |
| All | +113.7% | +3.6% | +110.1% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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