+1,026.0%
KLAC vs TE
-52.9%
+1,078.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.9% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | -13.2% | -5.9% | -7.2% | -12.7% |
| 3M | -25.0% | -45.6% | +20.6% | -19.3% |
| 6M | +23.6% | -43.4% | +67.0% | +29.6% |
| YTD | +49.2% | -31.0% | +80.2% | +51.1% |
| 1Y | +89.3% | +145.2% | -55.9% | +59.4% |
| 3Y | +274.4% | -24.1% | +298.4% | +240.2% |
| 5Y | +440.9% | -48.1% | +489.1% | +399.6% |
| All | +1,026.0% | -52.9% | +1,078.8% | +1,031.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling