+2,896.3%
KLAC vs NUE
+599.8%
+2,296.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.3% |
| 7D | -2.7% | -0.6% | -2.0% | -2.4% |
| 30D | -13.2% | -4.6% | -8.6% | -11.4% |
| 3M | -25.0% | -0.3% | -24.7% | -25.5% |
| 6M | +23.6% | +51.9% | -28.3% | +1.9% |
| YTD | +49.2% | +60.0% | -10.8% | +20.1% |
| 1Y | +89.3% | +82.9% | +6.4% | +42.7% |
| 3Y | +274.4% | +66.0% | +208.4% | +183.7% |
| 5Y | +440.9% | +149.0% | +292.0% | +224.8% |
| All | +2,896.3% | +599.8% | +2,296.5% | +918.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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