+102.3%
INTC vs KLAC
+429.9%
-327.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.4% | -3.6% |
| 7D | +9.4% | +2.5% | +7.0% | +7.8% |
| 30D | +2.7% | -11.5% | +14.2% | +11.1% |
| 3M | -6.3% | -16.9% | +10.7% | +5.2% |
| 6M | +114.5% | +22.2% | +92.2% | +93.7% |
| YTD | +171.9% | +46.4% | +125.5% | +117.3% |
| 1Y | +305.0% | +91.0% | +214.0% | +178.0% |
| 3Y | +168.3% | +264.6% | -96.2% | +23.4% |
| 5Y | +102.3% | +430.6% | -328.3% | -25.3% |
| All | +102.3% | +429.9% | -327.6% | -25.3% |
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