+279.1%
KLAC vs RKT
+37.5%
+241.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.5% | -2.7% |
| 7D | +6.2% | -1.0% | +7.1% | +6.3% |
| 30D | -5.0% | -2.4% | -2.6% | -4.7% |
| 3M | -14.4% | +1.9% | -16.3% | -15.1% |
| 6M | +28.3% | -13.9% | +42.2% | +30.3% |
| YTD | +51.1% | -30.6% | +81.7% | +58.6% |
| 1Y | +100.4% | -34.4% | +134.7% | +111.0% |
| All | +279.1% | +37.5% | +241.5% | +237.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling