+89.3%
KLAC vs SE
-45.5%
+134.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.2% |
| 7D | -2.7% | -5.2% | +2.5% | -1.8% |
| 30D | -13.2% | -17.1% | +3.9% | -10.6% |
| 3M | -25.0% | +24.0% | -49.0% | -29.2% |
| 6M | +23.6% | +21.0% | +2.6% | +16.3% |
| YTD | +49.2% | -16.7% | +65.9% | +62.1% |
| 1Y | +89.3% | -45.9% | +135.3% | +125.1% |
| All | +89.3% | -45.5% | +134.8% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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