+113.7%
KLAC vs SUI
-2.0%
+115.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.7% | +7.1% |
| 7D | +5.7% | -2.8% | +8.6% | +4.1% |
| 30D | -3.6% | -1.2% | -2.5% | -4.1% |
| 3M | -12.8% | -1.7% | -11.1% | -12.7% |
| 6M | +26.1% | -10.5% | +36.5% | +25.5% |
| YTD | +53.3% | -1.8% | +55.2% | +55.4% |
| 1Y | +113.7% | -4.1% | +117.8% | +117.4% |
| All | +113.7% | -2.0% | +115.7% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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