+2,247.0%
KLAC vs RTX
+262.2%
+1,984.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | +10.0% | +4.8% | +5.2% | +7.5% |
| 30D | -14.8% | +6.5% | -21.3% | -17.5% |
| 3M | -27.2% | -9.6% | -17.5% | -23.4% |
| 6M | -17.5% | +12.3% | -29.8% | -23.7% |
| YTD | +25.8% | +9.5% | +16.4% | +17.4% |
| 1Y | +31.8% | +15.8% | +16.0% | +19.2% |
| 3Y | +195.3% | +157.0% | +38.3% | +65.4% |
| 5Y | +285.9% | +148.8% | +137.1% | +115.8% |
| All | +2,247.0% | +262.2% | +1,984.8% | +960.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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