+26.2%
KLAC vs SWKS
+14.2%
+12.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.0% |
| 7D | -5.7% | -4.9% | -0.7% | -3.8% |
| 30D | -27.6% | -1.2% | -26.4% | -27.2% |
| 3M | -23.3% | +24.2% | -47.4% | -30.9% |
| 6M | -12.4% | +21.5% | -33.8% | -18.9% |
| YTD | +23.7% | +33.5% | -9.8% | +11.5% |
| 1Y | +26.2% | +18.9% | +7.3% | +22.2% |
| All | +26.2% | +14.2% | +12.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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