+109.0%
KLAC vs RY
+45.9%
+63.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.8% |
| 7D | +10.6% | +2.7% | +7.9% | +6.4% |
| 30D | -4.5% | -1.0% | -3.5% | -3.3% |
| 3M | -10.3% | +7.6% | -17.9% | -18.5% |
| 6M | +40.9% | +29.5% | +11.4% | +0.3% |
| YTD | +56.1% | +24.2% | +31.9% | +16.3% |
| 1Y | +109.0% | +46.4% | +62.6% | +27.8% |
| All | +109.0% | +45.9% | +63.1% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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