+113.7%
KLAC vs URA
+17.2%
+96.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.9% |
| 7D | +5.7% | +1.1% | +4.7% | +5.1% |
| 30D | -3.6% | +7.4% | -11.0% | -7.5% |
| 3M | -12.8% | -8.4% | -4.4% | -9.5% |
| 6M | +26.1% | -12.7% | +38.8% | +31.6% |
| YTD | +53.3% | +7.8% | +45.5% | +47.8% |
| 1Y | +113.7% | +19.5% | +94.2% | +104.2% |
| All | +113.7% | +17.2% | +96.4% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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