+2,986.0%
KLAC vs TER
+1,819.9%
+1,166.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -5.3% |
| 7D | +6.2% | +12.4% | -6.2% | -2.0% |
| 30D | -5.0% | +5.1% | -10.1% | -8.8% |
| 3M | -14.4% | +4.0% | -18.4% | -17.8% |
| 6M | +28.3% | +29.5% | -1.2% | +1.1% |
| YTD | +51.1% | +98.5% | -47.4% | -13.5% |
| 1Y | +100.4% | +234.1% | -133.7% | -23.8% |
| 3Y | +276.3% | +289.0% | -12.7% | +17.2% |
| 5Y | +452.1% | +228.2% | +223.9% | +88.6% |
| 10Y | +2,986.0% | +1,895.7% | +1,090.3% | +222.2% |
| All | +2,986.0% | +1,819.9% | +1,166.0% | +222.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling