+447.7%
KLAC vs SMTC
+118.6%
+329.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.5% |
| 7D | +6.2% | +22.5% | -16.3% | -2.0% |
| 30D | -5.0% | +24.9% | -29.9% | -13.8% |
| 3M | -14.4% | +4.1% | -18.5% | -16.5% |
| 6M | +28.3% | +92.6% | -64.3% | -1.8% |
| YTD | +51.1% | +122.5% | -71.4% | +9.7% |
| 1Y | +100.4% | +166.2% | -65.8% | +35.0% |
| 3Y | +276.3% | +577.2% | -300.8% | +42.4% |
| All | +447.7% | +118.6% | +329.2% | +328.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling