+26.2%
KLAC vs STX
+119.7%
-93.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.1% | +4.0% | -0.2% |
| 7D | -5.7% | -20.2% | +14.5% | +4.8% |
| 30D | -27.6% | -37.2% | +9.6% | -10.3% |
| 3M | -23.3% | -34.1% | +10.8% | -8.6% |
| 6M | -12.4% | -24.5% | +12.1% | -0.9% |
| YTD | +23.7% | +102.9% | -79.2% | -8.8% |
| 1Y | +26.2% | +123.8% | -97.6% | -11.1% |
| All | +26.2% | +119.7% | -93.5% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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