+2,838.9%
KLAC vs RMD
+276.6%
+2,562.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -3.0% | -3.1% |
| 7D | +2.5% | -4.2% | +6.6% | +4.5% |
| 30D | -11.5% | -2.1% | -9.5% | -10.9% |
| 3M | -16.9% | +13.8% | -30.7% | -24.1% |
| 6M | +22.2% | -10.6% | +32.9% | +26.2% |
| YTD | +46.4% | -8.1% | +54.5% | +48.4% |
| 1Y | +91.0% | -18.0% | +109.0% | +105.2% |
| 3Y | +264.6% | +52.9% | +211.7% | +164.1% |
| 5Y | +430.6% | -22.3% | +452.8% | +456.7% |
| All | +2,838.9% | +276.6% | +2,562.4% | +1,387.0% |
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