+298.6%
KLAC vs TEAM
-65.8%
+364.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +21.2% | -16.9% | +38.1% | +24.1% |
| 30D | -14.5% | -26.8% | +12.3% | -10.8% |
| 3M | -24.4% | -1.9% | -22.5% | -25.2% |
| 6M | -12.9% | +79.2% | -92.1% | -25.1% |
| YTD | +29.9% | -6.1% | +36.0% | +28.3% |
| 1Y | +31.9% | -2.1% | +34.0% | +28.6% |
| 3Y | +201.5% | -13.6% | +215.1% | +188.0% |
| 5Y | +298.6% | -65.8% | +364.3% | +383.0% |
| All | +298.6% | -65.8% | +364.3% | +383.0% |
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