+113.7%
KLAC vs SPXU
-40.4%
+154.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +8.5% |
| 7D | +5.7% | -0.1% | +5.8% | +5.6% |
| 30D | -3.6% | +0.8% | -4.4% | -2.7% |
| 3M | -12.8% | -4.7% | -8.1% | -13.4% |
| 6M | +26.1% | -29.6% | +55.7% | +1.8% |
| YTD | +53.3% | -29.9% | +83.2% | +26.0% |
| 1Y | +113.7% | -39.1% | +152.8% | +62.7% |
| All | +113.7% | -40.4% | +154.0% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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 · 6 months rolling