+3,958.0%
KLAC vs SYF
+340.9%
+3,617.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +5.7% | +2.4% | +3.3% | +4.6% |
| 30D | -3.6% | +0.8% | -4.5% | -4.0% |
| 3M | -12.8% | +13.4% | -26.2% | -18.0% |
| 6M | +26.1% | +16.3% | +9.7% | +17.3% |
| YTD | +53.3% | -3.0% | +56.3% | +53.5% |
| 1Y | +113.7% | +5.7% | +108.0% | +105.3% |
| 3Y | +274.9% | +160.1% | +114.8% | +134.1% |
| 5Y | +470.1% | +88.5% | +381.6% | +297.9% |
| 10Y | +2,997.0% | +263.1% | +2,733.9% | +1,379.1% |
| All | +3,958.0% | +340.9% | +3,617.1% | +1,759.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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