+6,293.8%
KLAC vs TEL
+708.6%
+5,585.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +3.1% |
| 7D | +10.6% | -1.4% | +12.0% | +11.5% |
| 30D | -4.5% | -4.9% | +0.4% | -1.3% |
| 3M | -10.3% | +0.1% | -10.3% | -10.2% |
| 6M | +40.9% | +0.4% | +40.5% | +39.5% |
| YTD | +56.1% | -8.9% | +65.0% | +65.0% |
| 1Y | +109.0% | -0.3% | +109.3% | +107.5% |
| 3Y | +288.8% | +67.6% | +221.2% | +168.8% |
| 5Y | +489.1% | +50.7% | +438.5% | +346.9% |
| 10Y | +3,041.8% | +288.6% | +2,753.1% | +1,224.2% |
| All | +6,293.8% | +708.6% | +5,585.2% | +1,410.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling