+27,817.3%
KLAC vs SIRI
-18.6%
+27,835.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.1% |
| 7D | +6.2% | -3.9% | +10.1% | +6.6% |
| 30D | -5.0% | -0.8% | -4.2% | -5.0% |
| 3M | -14.4% | +4.3% | -18.7% | -15.0% |
| 6M | +28.3% | +34.1% | -5.8% | +24.1% |
| YTD | +51.1% | +47.3% | +3.8% | +44.5% |
| 1Y | +100.4% | +22.9% | +77.5% | +94.9% |
| 3Y | +276.3% | -24.6% | +300.9% | +279.2% |
| 5Y | +452.1% | -43.2% | +495.2% | +462.9% |
| 10Y | +2,986.0% | -12.3% | +2,998.3% | +2,935.4% |
| All | +27,817.3% | -18.6% | +27,835.9% | +25,304.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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