+113.7%
KLAC vs UUUU
+27.9%
+85.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.2% |
| 7D | +5.7% | -1.4% | +7.1% | +6.0% |
| 30D | -3.6% | +16.3% | -19.9% | -6.8% |
| 3M | -12.8% | -16.7% | +3.9% | -11.1% |
| 6M | +26.1% | -33.7% | +59.7% | +30.3% |
| YTD | +53.3% | -0.5% | +53.8% | +51.9% |
| 1Y | +113.7% | +28.9% | +84.8% | +105.7% |
| All | +113.7% | +27.9% | +85.7% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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