+489.1%
KLAC vs TLT
-33.6%
+522.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +10.6% | +0.4% | +10.2% | +10.6% |
| 30D | -4.5% | -0.3% | -4.2% | -4.5% |
| 3M | -10.3% | -1.7% | -8.5% | -10.1% |
| 6M | +40.9% | -4.9% | +45.8% | +41.2% |
| YTD | +56.1% | -2.8% | +58.9% | +56.4% |
| 1Y | +109.0% | -4.2% | +113.2% | +109.4% |
| 3Y | +288.8% | -1.1% | +289.9% | +285.8% |
| 5Y | +489.1% | -33.7% | +522.9% | +435.6% |
| All | +489.1% | -33.6% | +522.7% | +435.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling