+452.1%
KLAC vs SNPS
+16.9%
+435.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.4% |
| 7D | +6.2% | -5.5% | +11.7% | +9.3% |
| 30D | -5.0% | -4.5% | -0.5% | -3.7% |
| 3M | -14.4% | -15.5% | +1.1% | -6.9% |
| 6M | +28.3% | -10.1% | +38.4% | +33.7% |
| YTD | +51.1% | -16.3% | +67.4% | +63.3% |
| 1Y | +100.4% | -34.9% | +135.3% | +130.6% |
| 3Y | +276.3% | -14.4% | +290.7% | +230.0% |
| 5Y | +452.1% | +17.9% | +434.2% | +266.0% |
| All | +452.1% | +16.9% | +435.2% | +266.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling