+89.3%
KLAC vs T
-6.8%
+96.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +3.5% |
| 7D | -2.7% | +1.5% | -4.2% | -1.5% |
| 30D | -13.2% | +7.5% | -20.6% | -7.8% |
| 3M | -25.0% | +14.8% | -39.8% | -13.9% |
| 6M | +23.6% | -1.7% | +25.3% | +28.2% |
| YTD | +49.2% | +8.7% | +40.5% | +67.1% |
| 1Y | +89.3% | -7.5% | +96.8% | +80.5% |
| All | +89.3% | -6.8% | +96.2% | +80.5% |
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