+157,277.0%
KLAC vs SWKS
+8,307.4%
+148,969.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.5% | +3.8% | +6.3% |
| 7D | +5.7% | +12.5% | -6.8% | +2.1% |
| 30D | -3.6% | +10.5% | -14.1% | -6.4% |
| 3M | -12.8% | -7.4% | -5.4% | -10.4% |
| 6M | +26.1% | +32.7% | -6.6% | +15.5% |
| YTD | +53.3% | +19.2% | +34.2% | +44.2% |
| 1Y | +113.7% | +2.4% | +111.3% | +109.8% |
| 3Y | +274.9% | -25.6% | +300.5% | +298.8% |
| 5Y | +470.1% | -53.4% | +523.6% | +600.0% |
| 10Y | +2,997.0% | +23.2% | +2,973.8% | +2,902.3% |
| All | +157,277.0% | +8,307.4% | +148,969.5% | +56,559.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling