+157,277.0%
KLAC vs T
+1,918.9%
+155,358.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.9% | +9.3% | +8.0% |
| 7D | +5.7% | -1.3% | +7.0% | +6.1% |
| 30D | -3.6% | +11.4% | -15.0% | -7.2% |
| 3M | -12.8% | +14.3% | -27.1% | -17.6% |
| 6M | +26.1% | -9.3% | +35.3% | +28.2% |
| YTD | +53.3% | +7.1% | +46.2% | +46.1% |
| 1Y | +113.7% | -9.1% | +122.8% | +114.7% |
| 3Y | +274.9% | +105.3% | +169.5% | +168.5% |
| 5Y | +470.1% | +66.8% | +403.3% | +330.3% |
| 10Y | +2,997.0% | +66.8% | +2,930.2% | +2,224.1% |
| All | +157,277.0% | +1,918.9% | +155,358.1% | +58,553.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling