+787.5%
KLAC vs OPEN
-87.3%
+874.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.0% | +4.8% |
| 7D | +7.5% | -31.1% | +38.6% | +11.8% |
| 30D | -15.3% | -34.7% | +19.4% | -11.8% |
| 3M | -19.6% | -61.9% | +42.3% | -11.0% |
| 6M | -12.5% | -71.9% | +59.3% | -0.2% |
| YTD | +33.0% | -76.6% | +109.6% | +53.8% |
| 1Y | +35.9% | -83.9% | +119.8% | +63.1% |
| 3Y | +208.6% | -34.4% | +243.0% | +156.2% |
| 5Y | +309.5% | -93.9% | +403.4% | +313.9% |
| All | +787.5% | -87.3% | +874.8% | +741.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling