+13,660.3%
KLAC vs SPXU
-100.0%
+13,760.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +2.7% |
| 7D | +10.6% | -1.5% | +12.1% | +9.7% |
| 30D | -4.5% | +3.7% | -8.2% | -2.6% |
| 3M | -10.3% | -9.6% | -0.7% | -12.5% |
| 6M | +40.9% | -32.4% | +73.2% | +22.1% |
| YTD | +56.1% | -28.7% | +84.8% | +40.9% |
| 1Y | +109.0% | -38.2% | +147.2% | +79.4% |
| 3Y | +288.8% | -80.4% | +369.3% | +132.5% |
| 5Y | +489.1% | -86.0% | +575.2% | +290.5% |
| 10Y | +3,041.8% | -99.5% | +3,141.3% | +717.3% |
| All | +13,660.3% | -100.0% | +13,760.3% | +897.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling