+267.2%
KLAC vs UUUU
+83.7%
+183.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -2.0% |
| 7D | +2.5% | -5.0% | +7.5% | +3.4% |
| 30D | -11.5% | -7.8% | -3.7% | -10.4% |
| 3M | -16.9% | -0.4% | -16.5% | -17.0% |
| 6M | +22.2% | -32.9% | +55.1% | +28.0% |
| YTD | +46.4% | -6.3% | +52.6% | +44.3% |
| 1Y | +91.0% | +7.9% | +83.1% | +78.3% |
| All | +267.2% | +83.7% | +183.5% | +180.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling