+847.6%
KLAC vs RKT
-12.9%
+860.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.0% |
| 7D | -2.7% | -6.3% | +3.6% | -1.7% |
| 30D | -13.2% | -6.2% | -7.0% | -12.4% |
| 3M | -25.0% | -1.9% | -23.2% | -25.1% |
| 6M | +23.6% | -13.0% | +36.6% | +25.3% |
| YTD | +49.2% | -31.9% | +81.1% | +56.3% |
| 1Y | +89.3% | -37.6% | +126.9% | +99.7% |
| 3Y | +274.4% | +36.8% | +237.5% | +241.8% |
| 5Y | +440.9% | -9.7% | +450.7% | +387.7% |
| All | +847.6% | -12.9% | +860.4% | +741.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling