+433.3%
KLAC vs TEL
+56.5%
+376.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.6% | -1.4% |
| 7D | -2.7% | +1.6% | -4.3% | -4.2% |
| 30D | -13.2% | -0.7% | -12.5% | -13.0% |
| 3M | -25.0% | +2.4% | -27.4% | -26.9% |
| 6M | +23.6% | +4.1% | +19.5% | +16.4% |
| YTD | +49.2% | -5.8% | +55.0% | +53.5% |
| 1Y | +89.3% | +0.9% | +88.4% | +81.2% |
| 3Y | +274.4% | +72.6% | +201.8% | +102.5% |
| All | +433.3% | +56.5% | +376.8% | +223.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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