+270.8%
KLAC vs SUI
+12.1%
+258.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.7% | +7.3% |
| 7D | +5.7% | -2.8% | +8.6% | +5.5% |
| 30D | -3.6% | -1.2% | -2.5% | -3.7% |
| 3M | -12.8% | -1.7% | -11.1% | -12.8% |
| 6M | +26.1% | -10.5% | +36.5% | +26.3% |
| YTD | +53.3% | -1.8% | +55.2% | +53.3% |
| 1Y | +113.7% | -4.1% | +117.8% | +113.9% |
| All | +270.8% | +12.1% | +258.8% | +250.3% |
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