+452.1%
KLAC vs ONTO
+268.0%
+184.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.6% |
| 7D | +6.2% | +9.4% | -3.2% | +0.4% |
| 30D | -5.0% | -4.4% | -0.5% | -3.0% |
| 3M | -14.4% | +1.6% | -16.0% | -16.1% |
| 6M | +28.3% | +45.3% | -17.0% | +0.3% |
| YTD | +51.1% | +76.4% | -25.3% | +5.4% |
| 1Y | +100.4% | +167.2% | -66.8% | +7.2% |
| 3Y | +276.3% | +116.6% | +159.8% | +93.8% |
| 5Y | +452.1% | +263.7% | +188.3% | +80.6% |
| All | +452.1% | +268.0% | +184.1% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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