+26.2%
KLAC vs XME
+5.2%
+21.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.3% |
| 7D | -5.7% | -5.5% | -0.2% | -1.1% |
| 30D | -27.6% | -11.1% | -16.5% | -20.1% |
| 3M | -23.3% | -11.1% | -12.1% | -16.4% |
| 6M | -12.4% | -18.0% | +5.6% | +2.4% |
| YTD | +23.7% | -7.4% | +31.1% | +29.7% |
| 1Y | +26.2% | +6.7% | +19.5% | +18.5% |
| All | +26.2% | +5.2% | +21.0% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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