+2,249.0%
KLAC vs SUI
+118.5%
+2,130.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | -1.1% | +3.0% | -4.1% | -2.3% |
| 30D | -22.6% | +5.6% | -28.1% | -24.5% |
| 3M | -23.5% | +0.9% | -24.4% | -24.3% |
| 6M | -18.8% | -2.6% | -16.2% | -19.5% |
| YTD | +25.0% | -0.1% | +25.2% | +22.5% |
| 1Y | +27.5% | -1.4% | +29.0% | +25.4% |
| 3Y | +206.1% | +19.8% | +186.4% | +165.1% |
| 5Y | +281.0% | -25.8% | +306.8% | +311.0% |
| 10Y | +2,249.0% | +118.1% | +2,130.9% | +1,649.1% |
| All | +2,249.0% | +118.5% | +2,130.5% | +1,649.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling