+157,276.9%
KLAC vs TECH
+101,053.9%
+56,223.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | -3.6% | +0.7% | -4.3% | -3.8% |
| 3M | -12.8% | +36.3% | -49.2% | -20.5% |
| 6M | +26.1% | +25.6% | +0.5% | +15.8% |
| YTD | +53.3% | +23.7% | +29.6% | +41.0% |
| 1Y | +113.7% | +37.6% | +76.0% | +89.5% |
| 3Y | +274.9% | -6.6% | +281.5% | +263.1% |
| 5Y | +470.1% | -42.2% | +512.4% | +528.2% |
| 10Y | +2,997.0% | +187.6% | +2,809.4% | +2,147.0% |
| All | +157,276.9% | +101,053.9% | +56,223.1% | +39,605.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling