+3,192.4%
KLAC vs TEAM
+802.8%
+2,389.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.6% | +9.9% | +7.9% |
| 7D | +5.7% | -0.4% | +6.2% | +5.8% |
| 30D | -3.6% | +67.3% | -70.9% | -15.1% |
| 3M | -12.8% | +86.8% | -99.6% | -26.6% |
| 6M | +26.1% | +146.8% | -120.8% | -5.0% |
| YTD | +53.3% | +16.9% | +36.4% | +40.1% |
| 1Y | +113.7% | +12.8% | +100.9% | +95.8% |
| 3Y | +274.9% | -7.3% | +282.2% | +244.8% |
| 5Y | +470.1% | -50.7% | +520.9% | +478.8% |
| 10Y | +2,997.0% | +529.8% | +2,467.2% | +1,638.2% |
| All | +3,192.4% | +802.8% | +2,389.6% | +1,689.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling