+179.9%
INTC vs KLAC
+271.4%
-91.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +3.9% |
| 7D | +18.0% | +6.2% | +11.8% | +13.1% |
| 30D | +8.9% | -5.0% | +13.9% | +12.8% |
| 3M | -1.6% | -14.4% | +12.8% | +8.8% |
| 6M | +133.1% | +28.3% | +104.8% | +101.9% |
| YTD | +187.9% | +51.1% | +136.8% | +120.4% |
| 1Y | +334.7% | +100.4% | +234.3% | +180.1% |
| All | +179.9% | +271.4% | -91.5% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling