+504.6%
NOW vs KLAC
+2,287.9%
-1,783.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.3% | -8.5% | -2.5% |
| 7D | -3.1% | -1.1% | -1.9% | -3.1% |
| 30D | -27.0% | -22.6% | -4.5% | -21.5% |
| 3M | -17.7% | -23.5% | +5.8% | -12.2% |
| 6M | +12.7% | -18.8% | +31.5% | +8.3% |
| YTD | -32.9% | +25.0% | -58.0% | -50.3% |
| 1Y | -40.4% | +27.5% | -67.9% | -56.6% |
| 3Y | -17.1% | +206.1% | -223.2% | -65.1% |
| 5Y | -25.7% | +281.0% | -306.7% | -73.1% |
| 10Y | +504.6% | +2,249.0% | -1,744.4% | -27.8% |
| All | +504.6% | +2,287.9% | -1,783.3% | -27.8% |
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