+681.4%
NFLX vs KLAC
+2,966.2%
-2,284.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.1% | +1.3% |
| 7D | -1.1% | -2.7% | +1.6% | -0.3% |
| 30D | +4.3% | -13.2% | +17.5% | +8.3% |
| 3M | -4.8% | -25.0% | +20.3% | -0.1% |
| 6M | -18.4% | +23.6% | -42.0% | -29.8% |
| YTD | -17.4% | +49.2% | -66.7% | -35.1% |
| 1Y | -35.7% | +89.3% | -125.0% | -54.4% |
| 3Y | +73.8% | +274.4% | -200.6% | -12.3% |
| 5Y | +29.3% | +440.9% | -411.7% | -45.2% |
| All | +681.4% | +2,966.2% | -2,284.8% | +33.0% |
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