+2,838.9%
KLAC vs TEAM
+513.9%
+2,325.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.2% | -3.4% |
| 7D | +2.5% | -7.8% | +10.2% | +4.2% |
| 30D | -11.5% | +16.5% | -28.1% | -15.1% |
| 3M | -16.9% | +96.2% | -113.1% | -31.9% |
| 6M | +22.2% | +130.2% | -107.9% | -7.9% |
| YTD | +46.4% | +10.7% | +35.6% | +34.8% |
| 1Y | +91.0% | +3.0% | +88.0% | +78.7% |
| 3Y | +264.6% | -13.1% | +277.6% | +238.3% |
| 5Y | +430.6% | -52.7% | +483.3% | +450.1% |
| All | +2,838.9% | +513.9% | +2,325.0% | +1,227.5% |
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