+2,896.3%
KLAC vs SMTC
+548.2%
+2,348.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.1% | -3.1% | -0.3% |
| 7D | -2.7% | +13.1% | -15.8% | -8.1% |
| 30D | -13.2% | +19.5% | -32.6% | -21.0% |
| 3M | -25.0% | +2.2% | -27.3% | -26.9% |
| 6M | +23.6% | +94.9% | -71.3% | -11.6% |
| YTD | +49.2% | +127.0% | -77.7% | -0.5% |
| 1Y | +89.3% | +174.6% | -85.2% | +14.3% |
| 3Y | +274.4% | +615.9% | -341.6% | +7.3% |
| 5Y | +440.9% | +125.6% | +315.3% | +190.5% |
| All | +2,896.3% | +548.2% | +2,348.1% | +894.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 10y: compounded portfolio wealth divided by compounded SMTC 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…
10y analysis · Full analysis span regression · 6 months rolling