+2,896.3%
KLAC vs TECH
+189.9%
+2,706.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -2.7% | -0.4% | -2.2% | -2.5% |
| 30D | -13.2% | 0.0% | -13.1% | -13.1% |
| 3M | -25.0% | +33.7% | -58.7% | -35.3% |
| 6M | +23.6% | +34.9% | -11.3% | +2.9% |
| YTD | +49.2% | +23.2% | +26.1% | +29.2% |
| 1Y | +89.3% | +36.3% | +53.0% | +53.8% |
| 3Y | +274.4% | +2.3% | +272.1% | +232.1% |
| 5Y | +440.9% | -42.9% | +483.8% | +562.7% |
| All | +2,896.3% | +189.9% | +2,706.4% | +1,337.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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