+195.3%
KLAC vs TECH
+29.6%
+165.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.2% | -3.2% |
| 7D | +10.0% | +0.1% | +9.8% | +9.9% |
| 30D | -14.8% | +0.5% | -15.3% | -14.9% |
| 3M | -27.2% | +1.1% | -28.3% | -27.4% |
| 6M | -17.5% | +62.8% | -80.3% | -29.5% |
| YTD | +25.8% | +24.5% | +1.4% | +14.6% |
| 1Y | +31.8% | +20.6% | +11.2% | +21.2% |
| 3Y | +195.3% | +29.5% | +165.8% | +156.6% |
| All | +195.3% | +29.6% | +165.7% | +156.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling