+6,240.0%
KLAC vs UUUU
-92.5%
+6,332.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -2.6% |
| 7D | +2.5% | -5.0% | +7.5% | +2.9% |
| 30D | -11.5% | -7.8% | -3.7% | -11.0% |
| 3M | -16.9% | -0.4% | -16.5% | -16.9% |
| 6M | +22.2% | -32.9% | +55.1% | +25.8% |
| YTD | +46.4% | -6.3% | +52.6% | +45.5% |
| 1Y | +91.0% | +7.9% | +83.1% | +85.6% |
| 3Y | +264.6% | +85.2% | +179.4% | +229.7% |
| 5Y | +430.6% | +97.0% | +333.6% | +368.5% |
| 10Y | +2,889.3% | +492.6% | +2,396.7% | +2,234.1% |
| All | +6,240.0% | -92.5% | +6,332.5% | +4,787.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling