-28.1%
NOW vs KLAC
+108.6%
-136.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.8% | -6.8% | -4.6% |
| 7D | -6.1% | +10.6% | -16.7% | -3.9% |
| 30D | +7.5% | -4.5% | +12.0% | +6.8% |
| 3M | +17.5% | -10.3% | +27.8% | +16.5% |
| 6M | +7.9% | +40.9% | -33.0% | +15.5% |
| YTD | -12.4% | +56.1% | -68.5% | -7.8% |
| All | -28.1% | +108.6% | -136.7% | -26.7% |
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