+26.2%
KLAC vs RCL
+27.6%
-1.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.4% | -10.5% | -6.5% |
| 7D | -5.7% | +11.7% | -17.3% | -9.8% |
| 30D | -27.6% | +21.1% | -48.7% | -33.0% |
| 3M | -23.3% | +2.9% | -26.2% | -24.3% |
| 6M | -12.4% | +29.8% | -42.2% | -21.4% |
| YTD | +23.7% | +21.4% | +2.3% | +15.2% |
| 1Y | +26.2% | +32.0% | -5.8% | +15.7% |
| All | +26.2% | +27.6% | -1.4% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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