+790.9%
NOW vs KLAC
+2,952.6%
-2,161.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.1% |
| 7D | -4.1% | +6.2% | -10.3% | -6.5% |
| 30D | +2.9% | -5.0% | +7.9% | +4.1% |
| 3M | +22.6% | -14.4% | +37.0% | +21.3% |
| 6M | +7.5% | +28.3% | -20.8% | -14.1% |
| YTD | -14.4% | +51.1% | -65.5% | -39.3% |
| 1Y | -29.8% | +100.4% | -130.2% | -57.7% |
| 3Y | +9.2% | +276.3% | -267.1% | -56.5% |
| 5Y | +0.8% | +452.1% | -451.2% | -68.2% |
| 10Y | +790.9% | +2,986.0% | -2,195.0% | -10.7% |
| All | +790.9% | +2,952.6% | -2,161.6% | -10.7% |
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 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