+3,041.8%
KLAC vs SUI
+104.3%
+2,937.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.3% |
| 7D | +10.6% | -3.1% | +13.7% | +11.8% |
| 30D | -4.5% | -2.3% | -2.2% | -3.8% |
| 3M | -10.3% | -2.8% | -7.4% | -10.3% |
| 6M | +40.9% | -12.4% | +53.3% | +46.2% |
| YTD | +56.1% | -3.3% | +59.4% | +55.7% |
| 1Y | +109.0% | -5.8% | +114.8% | +109.9% |
| 3Y | +288.8% | +12.5% | +276.4% | +246.9% |
| 5Y | +489.1% | -32.9% | +522.0% | +566.6% |
| 10Y | +3,041.8% | +104.4% | +2,937.4% | +2,326.6% |
| All | +3,041.8% | +104.3% | +2,937.4% | +2,326.6% |
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