+267.2%
KLAC vs TRMB
+10.8%
+256.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.2% | -2.7% |
| 7D | +2.5% | -5.4% | +7.9% | +5.1% |
| 30D | -11.5% | -2.0% | -9.6% | -11.1% |
| 3M | -16.9% | +12.3% | -29.3% | -23.2% |
| 6M | +22.2% | -17.6% | +39.9% | +33.7% |
| YTD | +46.4% | -27.5% | +73.8% | +72.1% |
| 1Y | +91.0% | -29.1% | +120.1% | +127.5% |
| All | +267.2% | +10.8% | +256.3% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 3y: compounded portfolio wealth divided by compounded TRMB 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…
3y analysis · Full analysis span regression · 6 months rolling