+2,986.0%
KLAC vs TAP
-51.4%
+3,037.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | +6.2% | -5.1% | +11.3% | +7.4% |
| 30D | -5.0% | -8.4% | +3.5% | -3.3% |
| 3M | -14.4% | -3.9% | -10.5% | -14.4% |
| 6M | +28.3% | -14.4% | +42.7% | +31.7% |
| YTD | +51.1% | -14.7% | +65.8% | +54.4% |
| 1Y | +100.4% | -18.7% | +119.1% | +106.7% |
| 3Y | +276.3% | -32.6% | +309.0% | +303.2% |
| 5Y | +452.1% | -1.4% | +453.5% | +405.7% |
| 10Y | +2,986.0% | -50.4% | +3,036.4% | +2,878.3% |
| All | +2,986.0% | -51.4% | +3,037.3% | +2,878.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 10y: compounded portfolio wealth divided by compounded TAP 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…
10y analysis · Full analysis span regression · 6 months rolling