+430.6%
KLAC vs SPXU
-85.5%
+516.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -5.0% | -2.0% |
| 7D | +2.5% | +6.4% | -3.9% | +6.4% |
| 30D | -11.5% | +5.9% | -17.5% | -8.1% |
| 3M | -16.9% | -11.7% | -5.3% | -20.7% |
| 6M | +22.2% | -28.7% | +50.9% | +5.9% |
| YTD | +46.4% | -26.4% | +72.7% | +31.5% |
| 1Y | +91.0% | -35.2% | +126.2% | +62.9% |
| 3Y | +264.6% | -79.8% | +344.4% | +100.2% |
| 5Y | +430.6% | -86.1% | +516.6% | +234.2% |
| All | +430.6% | -85.5% | +516.1% | +234.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling