+27.8%
INTC vs KLAC
+281.6%
-253.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.6% | -0.4% |
| 7D | +6.0% | +10.0% | -4.0% | -0.5% |
| 30D | -39.2% | -14.8% | -24.4% | -31.7% |
| 3M | -42.9% | -27.2% | -15.8% | -29.2% |
| 6M | -50.4% | -17.5% | -32.9% | -43.1% |
| YTD | +61.7% | +25.8% | +35.9% | +43.4% |
| 1Y | +66.1% | +31.8% | +34.3% | +43.2% |
| 3Y | +58.1% | +195.3% | -137.2% | -17.5% |
| All | +27.8% | +281.6% | -253.8% | -46.3% |
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