+26.2%
KLAC vs RKT
-9.4%
+35.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.7% | -12.8% | -6.3% |
| 7D | -5.7% | +29.7% | -35.4% | -12.5% |
| 30D | -27.6% | +28.5% | -56.1% | -32.8% |
| 3M | -23.3% | +6.4% | -29.7% | -24.7% |
| 6M | -12.4% | +7.1% | -19.5% | -15.4% |
| YTD | +23.7% | -22.5% | +46.2% | +34.2% |
| 1Y | +26.2% | -10.4% | +36.6% | +34.5% |
| All | +26.2% | -9.4% | +35.6% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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