-40.7%
NOW vs KLAC
+24.7%
-65.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.3% | -8.5% | +3.0% |
| 7D | -3.1% | -1.1% | -1.9% | -3.4% |
| 30D | -27.0% | -22.6% | -4.5% | -31.2% |
| 3M | -17.7% | -23.5% | +5.8% | -22.0% |
| 6M | +12.7% | -18.8% | +31.5% | +10.6% |
| YTD | -32.9% | +25.0% | -58.0% | -27.6% |
| All | -40.7% | +24.7% | -65.3% | -35.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling