+113.7%
KLAC vs OPEN
-38.6%
+152.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.3% |
| 7D | +5.7% | -4.3% | +10.0% | +6.2% |
| 30D | -3.6% | -16.2% | +12.6% | -2.1% |
| 3M | -12.8% | -36.4% | +23.6% | -9.5% |
| 6M | +26.1% | -35.5% | +61.5% | +30.2% |
| YTD | +53.3% | -46.0% | +99.3% | +60.1% |
| 1Y | +113.7% | -47.1% | +160.8% | +123.9% |
| All | +113.7% | -38.6% | +152.3% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling