+91.0%
KLAC vs STX
+350.5%
-259.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.5% | -1.9% |
| 7D | +2.5% | +8.0% | -5.5% | -1.0% |
| 30D | -11.5% | +5.1% | -16.6% | -13.9% |
| 3M | -16.9% | +5.8% | -22.7% | -19.1% |
| 6M | +22.2% | +124.9% | -102.7% | -11.4% |
| YTD | +46.4% | +213.9% | -167.5% | -5.7% |
| 1Y | +91.0% | +350.4% | -259.4% | +8.0% |
| All | +91.0% | +350.5% | -259.5% | +8.0% |
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