+2,247.0%
KLAC vs RCAT
-99.8%
+2,346.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.3% | -3.1% |
| 7D | +10.0% | -5.9% | +15.9% | +10.1% |
| 30D | -14.8% | -19.7% | +4.8% | -14.6% |
| 3M | -27.2% | -62.9% | +35.7% | -26.4% |
| 6M | -17.5% | -59.6% | +42.1% | -16.7% |
| YTD | +25.8% | -52.1% | +77.9% | +26.5% |
| 1Y | +31.8% | -50.9% | +82.7% | +32.5% |
| 3Y | +195.3% | +333.8% | -138.5% | +190.4% |
| 5Y | +285.9% | +40.7% | +245.2% | +280.7% |
| All | +2,247.0% | -99.8% | +2,346.8% | +2,206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling