+31.9%
KLAC vs OPEN
-85.5%
+117.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.5% | +7.2% | -0.8% |
| 7D | +21.2% | -31.0% | +52.2% | +27.2% |
| 30D | -14.5% | -41.5% | +27.0% | -7.7% |
| 3M | -24.4% | -64.6% | +40.2% | -9.9% |
| 6M | -12.9% | -73.8% | +60.8% | +8.5% |
| YTD | +29.9% | -78.8% | +108.8% | +67.8% |
| 1Y | +31.9% | -86.8% | +118.7% | +80.0% |
| All | +31.9% | -85.5% | +117.4% | +80.0% |
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