+2,986.0%
KLAC vs RSP
+203.7%
+2,782.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -1.8% |
| 7D | +6.2% | -1.8% | +8.0% | +9.0% |
| 30D | -5.0% | -2.5% | -2.5% | -1.5% |
| 3M | -14.4% | +3.0% | -17.4% | -17.9% |
| 6M | +28.3% | +8.9% | +19.4% | +14.3% |
| YTD | +51.1% | +13.0% | +38.1% | +28.5% |
| 1Y | +100.4% | +16.2% | +84.1% | +64.0% |
| 3Y | +276.3% | +52.7% | +223.7% | +114.8% |
| 5Y | +452.1% | +50.5% | +401.6% | +234.1% |
| 10Y | +2,986.0% | +209.8% | +2,776.1% | +690.3% |
| All | +2,986.0% | +203.7% | +2,782.3% | +690.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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