+859.5%
KLAC vs RKT
-11.2%
+870.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.5% | -2.8% |
| 7D | +6.2% | -1.0% | +7.1% | +6.3% |
| 30D | -5.0% | -2.4% | -2.6% | -4.8% |
| 3M | -14.4% | +1.9% | -16.3% | -15.0% |
| 6M | +28.3% | -13.9% | +42.2% | +30.2% |
| YTD | +51.1% | -30.6% | +81.7% | +57.8% |
| 1Y | +100.4% | -34.4% | +134.7% | +109.9% |
| 3Y | +276.3% | +38.2% | +238.2% | +243.0% |
| 5Y | +452.1% | -9.7% | +461.7% | +396.5% |
| All | +859.5% | -11.2% | +870.7% | +749.6% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling