+91.0%
KLAC vs RKT
-38.3%
+129.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.6% |
| 7D | +2.5% | -7.2% | +9.7% | +4.8% |
| 30D | -11.5% | -7.9% | -3.6% | -9.5% |
| 3M | -16.9% | +5.2% | -22.1% | -19.1% |
| 6M | +22.2% | -14.9% | +37.1% | +25.7% |
| YTD | +46.4% | -31.9% | +78.2% | +62.5% |
| 1Y | +91.0% | -36.9% | +127.9% | +118.8% |
| All | +91.0% | -38.3% | +129.3% | +118.8% |
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