+32.0%
KLAC vs SNDU
+237.4%
-205.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +23.6% | -16.3% | +2.6% |
| 7D | +5.7% | +35.2% | -29.4% | -0.8% |
| 30D | -3.6% | +50.8% | -54.4% | -13.6% |
| 3M | -12.8% | -43.2% | +30.4% | -12.9% |
| All | +32.0% | +237.4% | -205.4% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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