+279.1%
KLAC vs TECH
+1.4%
+277.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | -5.0% | +0.3% | -5.3% | -5.1% |
| 3M | -14.4% | +32.9% | -47.3% | -22.1% |
| 6M | +28.3% | +32.1% | -3.8% | +14.9% |
| YTD | +51.1% | +23.4% | +27.7% | +38.0% |
| 1Y | +100.4% | +34.1% | +66.3% | +76.0% |
| All | +279.1% | +1.4% | +277.6% | +256.2% |
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