+288.8%
KLAC vs RCL
+180.0%
+108.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +10.6% | -0.5% | +11.0% | +10.8% |
| 30D | -4.5% | -17.3% | +12.8% | +3.8% |
| 3M | -10.3% | -2.8% | -7.5% | -9.5% |
| 6M | +40.9% | -4.4% | +45.3% | +42.3% |
| YTD | +56.1% | -4.2% | +60.3% | +56.2% |
| 1Y | +109.0% | -23.4% | +132.4% | +129.9% |
| 3Y | +288.8% | +179.4% | +109.4% | +119.3% |
| All | +288.8% | +180.0% | +108.9% | +119.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling