+184.3%
KLAC vs SUI
+15.1%
+169.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.5% | +8.2% | +6.4% |
| 7D | -12.3% | +6.2% | -18.5% | -11.3% |
| 30D | -29.6% | +8.6% | -38.2% | -28.6% |
| 3M | -28.2% | +1.0% | -29.2% | -27.7% |
| 6M | -23.6% | -2.6% | -21.0% | -23.0% |
| YTD | +14.4% | -0.1% | +14.5% | +15.3% |
| 1Y | +15.4% | +0.5% | +14.9% | +16.3% |
| 3Y | +184.3% | +15.3% | +169.1% | +170.2% |
| All | +184.3% | +15.1% | +169.2% | +170.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling