+26.2%
KLAC vs TE
-16.5%
+42.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.6% | -3.4% |
| 7D | -5.7% | +3.8% | -9.5% | -6.4% |
| 30D | -27.6% | -26.2% | -1.4% | -23.4% |
| 3M | -23.3% | -49.7% | +26.4% | -13.2% |
| 6M | -12.4% | -46.5% | +34.1% | +0.1% |
| YTD | +23.7% | -59.1% | +82.9% | +43.6% |
| 1Y | +26.2% | -25.8% | +52.0% | +34.1% |
| All | +26.2% | -16.5% | +42.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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