+26.2%
KLAC vs T
-6.5%
+32.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -2.8% |
| 7D | -5.7% | +5.5% | -11.1% | -2.2% |
| 30D | -27.6% | -8.9% | -18.7% | -31.0% |
| 3M | -23.3% | -5.6% | -17.7% | -24.4% |
| 6M | -12.4% | -14.3% | +1.9% | -16.6% |
| YTD | +23.7% | -7.9% | +31.7% | +24.4% |
| 1Y | +26.2% | -6.4% | +32.6% | +30.9% |
| All | +26.2% | -6.5% | +32.7% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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