+26.2%
KLAC vs TER
+42.7%
-16.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.8% | +2.7% | -0.2% |
| 7D | -5.7% | -19.9% | +14.2% | +6.8% |
| 30D | -27.6% | -43.5% | +16.0% | +0.3% |
| 3M | -23.3% | -37.8% | +14.5% | -0.8% |
| 6M | -12.4% | -25.6% | +13.2% | +5.0% |
| YTD | +23.7% | +29.8% | -6.1% | +2.2% |
| 1Y | +26.2% | +43.2% | -17.0% | -1.6% |
| All | +26.2% | +42.7% | -16.5% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling