+2,986.0%
KLAC vs SIMO
+548.4%
+2,437.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -4.1% |
| 7D | +6.2% | +14.5% | -8.3% | +0.3% |
| 30D | -5.0% | +20.4% | -25.4% | -12.8% |
| 3M | -14.4% | +7.1% | -21.5% | -18.1% |
| 6M | +28.3% | +129.2% | -100.9% | -15.5% |
| YTD | +51.1% | +201.9% | -150.8% | -14.2% |
| 1Y | +100.4% | +235.5% | -135.1% | +8.2% |
| 3Y | +276.3% | +463.8% | -187.5% | +58.7% |
| 5Y | +452.1% | +306.7% | +145.4% | +150.1% |
| 10Y | +2,986.0% | +579.5% | +2,406.5% | +899.0% |
| All | +2,986.0% | +548.4% | +2,437.6% | +899.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SIMO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling