+452.1%
KLAC vs SPOT
+111.4%
+340.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.9% |
| 7D | +6.2% | -6.5% | +12.7% | +8.1% |
| 30D | -5.0% | +2.2% | -7.2% | -6.1% |
| 3M | -14.4% | +5.4% | -19.8% | -17.1% |
| 6M | +28.3% | -4.0% | +32.3% | +26.8% |
| YTD | +51.1% | -9.9% | +61.0% | +50.8% |
| 1Y | +100.4% | -27.3% | +127.7% | +115.0% |
| 3Y | +276.3% | +236.4% | +39.9% | +118.9% |
| 5Y | +452.1% | +112.6% | +339.5% | +233.5% |
| All | +452.1% | +111.4% | +340.7% | +233.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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