+353.2%
KLAC vs NU
+33.5%
+319.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | +2.5% | -4.2% | +6.7% | +3.6% |
| 30D | -11.5% | +10.0% | -21.6% | -14.1% |
| 3M | -16.9% | +29.3% | -46.2% | -23.0% |
| 6M | +22.2% | +0.9% | +21.3% | +20.8% |
| YTD | +46.4% | -10.3% | +56.6% | +49.5% |
| 1Y | +91.0% | -3.2% | +94.2% | +90.9% |
| 3Y | +264.6% | +120.6% | +144.0% | +189.2% |
| All | +353.2% | +33.5% | +319.7% | +252.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling