-12.9%
KLAC vs OPEN
-74.4%
+61.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.5% | +7.2% | -1.4% |
| 7D | +21.2% | -31.0% | +52.2% | +24.5% |
| 30D | -14.5% | -41.5% | +27.0% | -9.5% |
| 3M | -24.4% | -64.6% | +40.2% | -12.7% |
| 6M | -12.9% | -73.8% | +60.8% | +4.5% |
| All | -12.9% | -74.4% | +61.4% | +4.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling