+15.4%
KLAC vs SUI
-0.1%
+15.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.5% | +8.2% | +5.6% |
| 7D | -12.3% | +6.2% | -18.5% | -8.2% |
| 30D | -29.6% | +8.6% | -38.2% | -25.1% |
| 3M | -28.2% | +1.0% | -29.2% | -26.6% |
| 6M | -23.6% | -2.6% | -21.0% | -21.5% |
| YTD | +14.4% | -0.1% | +14.5% | +19.5% |
| 1Y | +15.4% | +0.5% | +14.9% | +20.5% |
| All | +15.4% | -0.1% | +15.5% | +20.5% |
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