+26,121.6%
KLAC vs SRE
+1,553.2%
+24,568.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.2% |
| 7D | +10.6% | +1.4% | +9.1% | +10.0% |
| 30D | -4.5% | +1.9% | -6.4% | -5.4% |
| 3M | -10.3% | -3.3% | -7.0% | -9.4% |
| 6M | +40.9% | -6.4% | +47.3% | +43.6% |
| YTD | +56.1% | -1.8% | +57.9% | +56.2% |
| 1Y | +109.0% | +10.7% | +98.3% | +99.5% |
| 3Y | +288.8% | +31.8% | +257.0% | +236.4% |
| 5Y | +489.1% | +49.2% | +439.9% | +380.1% |
| 10Y | +3,041.8% | +118.5% | +2,923.2% | +2,041.0% |
| All | +26,121.6% | +1,553.2% | +24,568.4% | +8,632.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling