+4,277.4%
MU vs KLAC
+2,258.2%
+2,019.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -2.0% |
| 7D | -15.2% | -2.1% | -13.1% | -13.2% |
| 30D | -29.5% | -21.8% | -7.7% | -13.9% |
| 3M | -15.8% | -20.5% | +4.8% | +0.9% |
| 6M | -2.9% | -18.0% | +15.1% | +14.3% |
| YTD | +154.2% | +26.4% | +127.9% | +109.7% |
| 1Y | +186.6% | +26.3% | +160.3% | +137.6% |
| 3Y | +871.5% | +193.3% | +678.2% | +317.0% |
| 5Y | +911.7% | +297.2% | +614.5% | +227.0% |
| 10Y | +4,277.4% | +2,288.0% | +1,989.4% | +184.0% |
| All | +4,277.4% | +2,258.2% | +2,019.1% | +184.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling