+26.3%
KLAC vs TER
+30.5%
-4.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | -2.1% | -8.9% | +6.8% | +3.4% |
| 30D | -21.8% | -39.1% | +17.3% | +3.8% |
| 3M | -20.5% | -32.8% | +12.2% | -1.7% |
| 6M | -18.0% | -31.7% | +13.8% | +2.6% |
| YTD | +26.4% | +26.9% | -0.6% | +5.3% |
| 1Y | +26.3% | +33.6% | -7.3% | +2.1% |
| All | +26.3% | +30.5% | -4.2% | +2.1% |
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