+274.4%
KLAC vs ONON
-8.6%
+283.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.4% |
| 7D | -2.7% | -2.1% | -0.6% | -2.2% |
| 30D | -13.2% | -11.6% | -1.6% | -10.5% |
| 3M | -25.0% | -30.1% | +5.1% | -19.3% |
| 6M | +23.6% | -30.5% | +54.1% | +32.4% |
| YTD | +49.2% | -41.0% | +90.2% | +67.3% |
| 1Y | +89.3% | -36.7% | +126.0% | +106.7% |
| 3Y | +274.4% | -8.6% | +283.0% | +273.6% |
| All | +274.4% | -8.6% | +283.0% | +273.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 3y: compounded portfolio wealth divided by compounded ONON 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…
3y analysis · Full analysis span regression · 6 months rolling