+2,247.0%
KLAC vs RMD
+347.3%
+1,899.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.4% | -3.3% |
| 7D | +10.0% | +2.1% | +7.9% | +9.0% |
| 30D | -14.8% | +2.1% | -16.9% | -16.1% |
| 3M | -27.2% | +6.2% | -33.4% | -30.1% |
| 6M | -17.5% | +19.4% | -36.8% | -27.1% |
| YTD | +25.8% | +0.5% | +25.3% | +21.2% |
| 1Y | +31.8% | -3.9% | +35.8% | +29.9% |
| 3Y | +195.3% | +72.5% | +122.8% | +101.0% |
| 5Y | +285.9% | -1.5% | +287.5% | +253.5% |
| All | +2,247.0% | +347.3% | +1,899.6% | +966.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling