+26.2%
KLAC vs RMD
-1.9%
+28.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.9% | -10.0% | -3.1% |
| 7D | -5.7% | -3.9% | -1.8% | -5.9% |
| 30D | -27.6% | +7.9% | -35.5% | -26.1% |
| 3M | -23.3% | +8.1% | -31.4% | -21.4% |
| 6M | -12.4% | +15.5% | -27.9% | -6.9% |
| YTD | +23.7% | +0.7% | +23.1% | +39.4% |
| 1Y | +26.2% | -1.4% | +27.5% | +42.2% |
| All | +26.2% | -1.9% | +28.1% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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