+2,896.3%
KLAC vs UUUU
+465.5%
+2,430.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +6.9% | +2.8% |
| 7D | -2.7% | -10.5% | +7.8% | -0.8% |
| 30D | -13.2% | -10.5% | -2.7% | -11.7% |
| 3M | -25.0% | -14.1% | -10.9% | -23.1% |
| 6M | +23.6% | -35.5% | +59.1% | +31.5% |
| YTD | +49.2% | -10.9% | +60.2% | +47.9% |
| 1Y | +89.3% | +3.4% | +86.0% | +77.9% |
| 3Y | +274.4% | +73.1% | +201.2% | +200.4% |
| 5Y | +440.9% | +87.1% | +353.8% | +306.2% |
| All | +2,896.3% | +465.5% | +2,430.8% | +1,560.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling