+160,142.9%
KLAC vs UL
+2,632.7%
+157,510.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.2% |
| 7D | +10.6% | -1.3% | +11.9% | +11.1% |
| 30D | -4.5% | +0.9% | -5.4% | -4.9% |
| 3M | -10.3% | +14.2% | -24.5% | -15.4% |
| 6M | +40.9% | -3.2% | +44.1% | +40.3% |
| YTD | +56.1% | -0.3% | +56.4% | +53.4% |
| 1Y | +109.0% | -8.8% | +117.8% | +111.2% |
| 3Y | +288.8% | +23.9% | +265.0% | +244.3% |
| 5Y | +489.1% | +21.4% | +467.8% | +420.9% |
| 10Y | +3,041.8% | +66.7% | +2,975.1% | +2,365.3% |
| All | +160,142.9% | +2,632.7% | +157,510.2% | +53,359.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded UL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling