-8.5%
NFLX vs KLAC
+281.6%
-290.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.1% |
| 7D | -2.0% | +10.0% | -12.0% | -4.2% |
| 30D | -11.9% | -14.8% | +2.9% | -9.3% |
| 3M | -20.6% | -27.2% | +6.6% | -15.5% |
| 6M | -29.0% | -17.5% | -11.6% | -31.3% |
| YTD | -33.7% | +25.8% | -59.5% | -47.0% |
| 1Y | -46.2% | +31.8% | -78.0% | -58.0% |
| 3Y | +39.8% | +195.3% | -155.5% | -32.4% |
| All | -8.5% | +281.6% | -290.1% | -65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling