+430.6%
KLAC vs TE
-49.6%
+480.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.7% | +3.6% | -2.2% |
| 7D | +2.5% | +0.9% | +1.6% | +2.3% |
| 30D | -11.5% | -16.3% | +4.8% | -9.7% |
| 3M | -16.9% | -40.8% | +23.8% | -11.4% |
| 6M | +22.2% | -42.6% | +64.8% | +28.1% |
| YTD | +46.4% | -31.4% | +77.8% | +48.4% |
| 1Y | +91.0% | +144.9% | -53.9% | +60.2% |
| 3Y | +264.6% | -26.0% | +290.6% | +238.9% |
| 5Y | +430.6% | -48.5% | +479.1% | +383.1% |
| All | +430.6% | -49.6% | +480.2% | +383.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling