+89.3%
KLAC vs UUUU
+3.5%
+85.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +6.9% | +3.0% |
| 7D | -2.7% | -10.5% | +7.8% | -0.5% |
| 30D | -13.2% | -10.5% | -2.7% | -11.4% |
| 3M | -25.0% | -14.1% | -10.9% | -23.3% |
| 6M | +23.6% | -35.5% | +59.1% | +29.4% |
| YTD | +49.2% | -10.9% | +60.2% | +51.0% |
| 1Y | +89.3% | +3.4% | +86.0% | +84.5% |
| All | +89.3% | +3.5% | +85.8% | +84.5% |
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