+157,277.0%
KLAC vs RTX
+10,530.0%
+146,746.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.7% |
| 7D | +5.7% | -5.2% | +10.9% | +8.8% |
| 30D | -3.6% | -9.4% | +5.8% | +1.5% |
| 3M | -12.8% | +12.3% | -25.1% | -19.4% |
| 6M | +26.1% | -3.1% | +29.2% | +25.8% |
| YTD | +53.3% | +10.7% | +42.6% | +42.0% |
| 1Y | +113.7% | +28.4% | +85.3% | +81.4% |
| 3Y | +274.9% | +147.1% | +127.8% | +114.3% |
| 5Y | +470.1% | +167.2% | +302.9% | +207.8% |
| 10Y | +2,997.0% | +274.7% | +2,722.3% | +1,210.8% |
| All | +157,277.0% | +10,530.0% | +146,746.9% | +16,431.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling