+489.1%
KLAC vs RY
+140.3%
+348.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.5% |
| 7D | +10.6% | +2.7% | +7.9% | +7.6% |
| 30D | -4.5% | -1.0% | -3.5% | -3.6% |
| 3M | -10.3% | +7.6% | -17.9% | -16.1% |
| 6M | +40.9% | +29.5% | +11.4% | +11.1% |
| YTD | +56.1% | +24.2% | +31.9% | +28.1% |
| 1Y | +109.0% | +46.4% | +62.6% | +48.1% |
| 3Y | +288.8% | +159.4% | +129.4% | +58.8% |
| 5Y | +489.1% | +141.8% | +347.3% | +160.3% |
| All | +489.1% | +140.3% | +348.9% | +160.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling