+876.7%
KLAC vs OPEN
-74.0%
+950.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.7% | +3.5% | -2.3% |
| 7D | +2.5% | -10.5% | +13.0% | +3.8% |
| 30D | -11.5% | -21.8% | +10.3% | -9.0% |
| 3M | -16.9% | -37.5% | +20.6% | -12.7% |
| 6M | +22.2% | -44.1% | +66.4% | +29.5% |
| YTD | +46.4% | -52.0% | +98.3% | +57.1% |
| 1Y | +91.0% | -52.2% | +143.2% | +95.7% |
| 3Y | +264.6% | -25.9% | +290.5% | +204.5% |
| 5Y | +430.6% | -85.1% | +515.7% | +384.4% |
| All | +876.7% | -74.0% | +950.6% | +759.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling