+7,514.9%
KLAC vs TLT
+127.9%
+7,387.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.3% |
| 7D | +7.5% | -1.0% | +8.5% | +6.9% |
| 30D | -15.3% | +3.7% | -19.0% | -13.5% |
| 3M | -19.6% | -0.8% | -18.8% | -19.7% |
| 6M | -12.5% | -3.6% | -9.0% | -14.2% |
| YTD | +33.0% | -3.9% | +36.9% | +30.0% |
| 1Y | +35.9% | -6.2% | +42.1% | +31.0% |
| 3Y | +208.6% | +4.2% | +204.5% | +217.9% |
| 5Y | +309.5% | -34.7% | +344.2% | +211.4% |
| 10Y | +2,381.5% | -11.8% | +2,393.3% | +2,348.3% |
| All | +7,514.9% | +127.9% | +7,387.0% | +26,188.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling