+719.8%
MU vs KLAC
+121.3%
+598.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.3% | -1.2% | -0.5% |
| 7D | +9.0% | +5.7% | +3.2% | +3.6% |
| 30D | +13.8% | -3.6% | +17.4% | +17.3% |
| 3M | +2.1% | -12.8% | +14.9% | +14.0% |
| 6M | +153.8% | +26.1% | +127.7% | +107.6% |
| YTD | +256.4% | +53.3% | +203.1% | +131.3% |
| 1Y | +719.8% | +113.7% | +606.1% | +253.5% |
| All | +719.8% | +121.3% | +598.5% | +253.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 KLAC 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