+6.8%
NOW vs KLAC
+468.7%
-461.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.3% | -10.3% | -5.0% |
| 7D | -2.4% | +5.7% | -8.1% | -4.0% |
| 30D | +20.5% | -3.6% | +24.1% | +21.2% |
| 3M | +18.3% | -12.8% | +31.2% | +15.9% |
| 6M | +24.1% | +26.1% | -2.0% | +1.8% |
| YTD | -7.8% | +53.3% | -61.1% | -33.4% |
| 1Y | -21.4% | +113.7% | -135.1% | -53.1% |
| 3Y | +19.5% | +274.9% | -255.3% | -53.7% |
| All | +6.8% | +468.7% | -461.8% | -69.9% |
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