+2.5%
KLAC vs SNDQ
-95.6%
+98.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -23.8% | +31.1% | +2.5% |
| 7D | +5.7% | -30.8% | +36.6% | -0.8% |
| 30D | -3.6% | -51.7% | +48.1% | -14.0% |
| 3M | -12.8% | -78.0% | +65.2% | -13.5% |
| All | +2.5% | -95.6% | +98.1% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDQ.
Daily Out/Under-Performance
Portfolio return minus SNDQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDQ 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 SNDQ 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 · Available span rolling