+76,578.9%
MU vs KLAC
+131,928.0%
-55,349.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +9.3% | -3.1% | +0.8% |
| 7D | -12.0% | -1.1% | -10.9% | -10.8% |
| 30D | -28.7% | -22.6% | -6.1% | -16.8% |
| 3M | -16.4% | -23.5% | +7.1% | -2.1% |
| 6M | -1.8% | -18.8% | +17.0% | +13.2% |
| YTD | +157.1% | +25.0% | +132.0% | +131.4% |
| 1Y | +208.5% | +27.5% | +181.0% | +175.9% |
| 3Y | +906.2% | +206.1% | +700.0% | +460.7% |
| 5Y | +893.4% | +281.0% | +612.4% | +382.8% |
| 10Y | +4,271.9% | +2,249.0% | +2,022.9% | +698.0% |
| All | +76,578.9% | +131,928.0% | -55,349.1% | +2,885.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling