+267.2%
KLAC vs SPXU
-79.4%
+346.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -5.0% | -1.8% |
| 7D | +2.5% | +6.4% | -3.9% | +7.0% |
| 30D | -11.5% | +5.9% | -17.5% | -7.7% |
| 3M | -16.9% | -11.7% | -5.3% | -21.2% |
| 6M | +22.2% | -28.7% | +50.9% | +4.1% |
| YTD | +46.4% | -26.4% | +72.7% | +29.8% |
| 1Y | +91.0% | -35.2% | +126.2% | +60.0% |
| All | +267.2% | -79.4% | +346.6% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling