+2,896.3%
KLAC vs TD
+306.3%
+2,590.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.4% |
| 7D | -2.7% | -0.5% | -2.1% | -2.3% |
| 30D | -13.2% | -1.9% | -11.3% | -11.9% |
| 3M | -25.0% | +4.8% | -29.8% | -27.6% |
| 6M | +23.6% | +28.0% | -4.4% | +2.1% |
| YTD | +49.2% | +30.3% | +18.9% | +21.8% |
| 1Y | +89.3% | +59.8% | +29.5% | +31.8% |
| 3Y | +274.4% | +124.7% | +149.7% | +96.2% |
| 5Y | +440.9% | +127.0% | +314.0% | +179.3% |
| All | +2,896.3% | +306.3% | +2,590.0% | +965.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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