+2,247.0%
KLAC vs TEAM
+445.0%
+1,802.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.8% |
| 7D | +10.0% | -2.4% | +12.4% | +10.6% |
| 30D | -14.8% | -26.7% | +11.9% | -9.5% |
| 3M | -27.2% | -9.6% | -17.5% | -26.9% |
| 6M | -17.5% | +86.0% | -103.5% | -33.7% |
| YTD | +25.8% | -7.5% | +33.3% | +19.1% |
| 1Y | +31.8% | -1.4% | +33.2% | +22.2% |
| 3Y | +195.3% | -14.3% | +209.6% | +167.9% |
| 5Y | +285.9% | -66.3% | +352.2% | +338.0% |
| All | +2,247.0% | +445.0% | +1,802.0% | +963.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling