+150,137.3%
KLAC vs TROW
+14,151.0%
+135,986.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -3.0% | -3.0% |
| 7D | +2.5% | -3.0% | +5.5% | +4.0% |
| 30D | -11.5% | -5.5% | -6.1% | -9.1% |
| 3M | -16.9% | +2.3% | -19.2% | -18.3% |
| 6M | +22.2% | +23.9% | -1.7% | +9.3% |
| YTD | +46.4% | +7.9% | +38.5% | +39.9% |
| 1Y | +91.0% | +6.1% | +84.9% | +83.8% |
| 3Y | +264.6% | +13.8% | +250.7% | +238.6% |
| 5Y | +430.6% | -38.2% | +468.8% | +561.8% |
| 10Y | +2,889.3% | +131.3% | +2,758.0% | +1,940.8% |
| All | +150,137.3% | +14,151.0% | +135,986.3% | +18,146.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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