+89.3%
KLAC vs SPXU
-36.3%
+125.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | -0.3% |
| 7D | -2.7% | +2.5% | -5.2% | -0.3% |
| 30D | -13.2% | +4.2% | -17.3% | -9.5% |
| 3M | -25.0% | -9.3% | -15.8% | -29.2% |
| 6M | +23.6% | -30.7% | +54.3% | -1.9% |
| YTD | +49.2% | -28.1% | +77.3% | +25.5% |
| 1Y | +89.3% | -35.2% | +124.6% | +47.1% |
| All | +89.3% | -36.3% | +125.6% | +47.1% |
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