+100.4%
KLAC vs OPEN
-50.2%
+150.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -3.0% |
| 7D | +6.2% | -2.9% | +9.1% | +6.5% |
| 30D | -5.0% | -13.8% | +8.8% | -3.8% |
| 3M | -14.4% | -30.9% | +16.5% | -11.8% |
| 6M | +28.3% | -40.9% | +69.2% | +33.5% |
| YTD | +51.1% | -48.5% | +99.6% | +58.4% |
| 1Y | +100.4% | -50.9% | +151.3% | +110.3% |
| All | +100.4% | -50.2% | +150.6% | +110.3% |
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