+2,771.1%
NOW vs KLAC
+6,250.5%
-3,479.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.3% | -10.3% | -5.7% |
| 7D | -2.4% | +5.7% | -8.1% | -4.6% |
| 30D | +20.5% | -3.6% | +24.1% | +21.4% |
| 3M | +18.3% | -12.8% | +31.2% | +16.1% |
| 6M | +24.1% | +26.1% | -2.0% | -0.1% |
| YTD | -7.8% | +53.3% | -61.1% | -34.6% |
| 1Y | -21.4% | +113.7% | -135.1% | -53.6% |
| 3Y | +19.5% | +274.9% | -255.3% | -50.8% |
| 5Y | +4.1% | +470.1% | -466.1% | -66.3% |
| 10Y | +826.4% | +2,997.0% | -2,170.6% | +22.8% |
| All | +2,771.1% | +6,250.5% | -3,479.4% | +181.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling