+31.8%
KLAC vs U
+33.7%
-1.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.4% | -3.9% |
| 7D | +10.0% | +2.6% | +7.4% | +9.6% |
| 30D | -14.8% | +27.6% | -42.4% | -18.1% |
| 3M | -27.2% | +15.3% | -42.5% | -28.9% |
| 6M | -17.5% | +96.4% | -113.8% | -27.6% |
| YTD | +25.8% | +19.6% | +6.3% | +30.9% |
| 1Y | +31.8% | +42.1% | -10.3% | +24.4% |
| All | +31.8% | +33.7% | -1.9% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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