+2,838.9%
KLAC vs SO
+160.7%
+2,678.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.5% | -2.9% |
| 7D | +2.5% | -1.1% | +3.6% | +2.9% |
| 30D | -11.5% | -3.7% | -7.8% | -10.4% |
| 3M | -16.9% | -5.9% | -11.0% | -15.6% |
| 6M | +22.2% | -7.3% | +29.6% | +24.4% |
| YTD | +46.4% | +3.1% | +43.3% | +42.6% |
| 1Y | +91.0% | -1.0% | +92.0% | +88.4% |
| 3Y | +264.6% | +43.2% | +221.3% | +192.1% |
| 5Y | +430.6% | +59.1% | +371.5% | +291.1% |
| All | +2,838.9% | +160.7% | +2,678.2% | +1,686.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling