+489.1%
KLAC vs OPEN
-84.0%
+573.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.4% | +2.1% |
| 7D | +10.6% | +1.0% | +9.6% | +10.5% |
| 30D | -4.5% | -11.9% | +7.4% | -3.2% |
| 3M | -10.3% | -28.8% | +18.5% | -7.1% |
| 6M | +40.9% | -38.6% | +79.5% | +47.7% |
| YTD | +56.1% | -47.3% | +103.4% | +65.8% |
| 1Y | +109.0% | -49.2% | +158.2% | +112.6% |
| 3Y | +288.8% | -18.8% | +307.6% | +220.3% |
| 5Y | +489.1% | -83.6% | +572.8% | +436.4% |
| All | +489.1% | -84.0% | +573.2% | +436.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling