+154,996.0%
KLAC vs NUE
+14,439.6%
+140,556.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.4% |
| 7D | +6.2% | -2.3% | +8.5% | +7.1% |
| 30D | -5.0% | -6.1% | +1.1% | -2.8% |
| 3M | -14.4% | +1.7% | -16.1% | -15.4% |
| 6M | +28.3% | +53.1% | -24.8% | +8.8% |
| YTD | +51.1% | +59.0% | -8.0% | +26.2% |
| 1Y | +100.4% | +85.3% | +15.0% | +57.4% |
| 3Y | +276.3% | +63.2% | +213.1% | +202.3% |
| 5Y | +452.1% | +146.8% | +305.3% | +267.5% |
| 10Y | +2,986.0% | +584.3% | +2,401.7% | +1,237.1% |
| All | +154,996.0% | +14,439.6% | +140,556.4% | +21,382.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling