+430.6%
KLAC vs TECH
-42.4%
+473.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +2.5% | -0.5% | +3.0% | +2.7% |
| 30D | -11.5% | 0.0% | -11.5% | -11.5% |
| 3M | -16.9% | +37.4% | -54.4% | -27.4% |
| 6M | +22.2% | +36.9% | -14.6% | +4.2% |
| YTD | +46.4% | +23.1% | +23.3% | +30.0% |
| 1Y | +91.0% | +42.2% | +48.8% | +57.3% |
| 3Y | +264.6% | +1.9% | +262.6% | +233.7% |
| 5Y | +430.6% | -42.9% | +473.5% | +539.7% |
| All | +430.6% | -42.4% | +473.0% | +539.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling