+31.9%
KLAC vs Q
+27.2%
+4.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | +0.2% |
| 7D | +21.2% | +11.5% | +9.7% | +11.3% |
| 30D | -14.5% | -0.2% | -14.3% | -13.8% |
| 3M | -24.4% | -13.6% | -10.8% | -15.3% |
| 6M | -12.9% | -27.0% | +14.1% | +10.7% |
| YTD | +29.9% | +50.5% | -20.6% | +9.3% |
| 1Y | +31.9% | +33.8% | -1.9% | +15.8% |
| All | +31.9% | +27.2% | +4.7% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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