+26.2%
KLAC vs TLT
-5.4%
+31.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.7% |
| 7D | -5.7% | +1.0% | -6.6% | -6.4% |
| 30D | -27.6% | +6.0% | -33.6% | -32.5% |
| 3M | -23.3% | -0.9% | -22.4% | -21.3% |
| 6M | -12.4% | -2.3% | -10.1% | -7.9% |
| YTD | +23.7% | -3.3% | +27.0% | +30.9% |
| 1Y | +26.2% | -5.6% | +31.8% | +34.4% |
| All | +26.2% | -5.4% | +31.6% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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