+2,247.0%
KLAC vs SNPS
+635.4%
+1,611.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.5% | -2.0% |
| 7D | +10.0% | +1.1% | +8.9% | +9.4% |
| 30D | -14.8% | -5.2% | -9.7% | -10.9% |
| 3M | -27.2% | +10.6% | -37.7% | -33.4% |
| 6M | -17.5% | -10.6% | -6.8% | -12.6% |
| YTD | +25.8% | -3.1% | +28.9% | +23.6% |
| 1Y | +31.8% | +15.6% | +16.3% | +13.6% |
| 3Y | +195.3% | -12.9% | +208.2% | +160.2% |
| 5Y | +285.9% | +31.2% | +254.8% | +128.9% |
| All | +2,247.0% | +635.4% | +1,611.6% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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