+212.1%
KLAC vs OPEN
-34.1%
+246.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.0% | +4.9% |
| 7D | +7.5% | -31.1% | +38.6% | +10.6% |
| 30D | -15.3% | -34.7% | +19.4% | -12.7% |
| 3M | -19.6% | -61.9% | +42.3% | -13.2% |
| 6M | -12.5% | -71.9% | +59.3% | -3.5% |
| YTD | +33.0% | -76.6% | +109.6% | +48.2% |
| 1Y | +35.9% | -83.9% | +119.8% | +55.3% |
| All | +212.1% | -34.1% | +246.2% | +189.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling