+452.1%
KLAC vs TEAM
-53.2%
+505.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -4.0% | -3.3% |
| 7D | +6.2% | -4.7% | +10.8% | +6.9% |
| 30D | -5.0% | +17.0% | -22.0% | -7.8% |
| 3M | -14.4% | +85.9% | -100.3% | -25.0% |
| 6M | +28.3% | +116.7% | -88.4% | +5.4% |
| YTD | +51.1% | +9.6% | +41.5% | +46.6% |
| 1Y | +100.4% | -2.5% | +102.9% | +99.7% |
| 3Y | +276.3% | -14.0% | +290.3% | +268.6% |
| 5Y | +452.1% | -53.1% | +505.1% | +522.0% |
| All | +452.1% | -53.2% | +505.3% | +522.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling