+26.2%
KLAC vs TEAM
+8.9%
+17.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.2% |
| 7D | -5.7% | -13.7% | +8.1% | -7.7% |
| 30D | -27.6% | -3.4% | -24.1% | -27.9% |
| 3M | -23.3% | +72.1% | -95.4% | -15.7% |
| 6M | -12.4% | +103.8% | -116.2% | +2.9% |
| YTD | +23.7% | +17.1% | +6.6% | +46.0% |
| 1Y | +26.2% | +15.1% | +11.1% | +49.6% |
| All | +26.2% | +8.9% | +17.3% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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