+26.2%
KLAC vs RRC
+44.7%
-18.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.6% | -5.0% |
| 7D | -5.7% | -6.8% | +1.1% | -7.3% |
| 30D | -27.6% | +34.7% | -62.3% | -19.6% |
| 3M | -23.3% | +31.5% | -54.8% | -15.2% |
| 6M | -12.4% | +21.8% | -34.1% | -3.2% |
| YTD | +23.7% | +48.9% | -25.1% | +39.5% |
| 1Y | +26.2% | +42.1% | -15.9% | +42.0% |
| All | +26.2% | +44.7% | -18.5% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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