+26.2%
KLAC vs DIS
+8.7%
+17.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.2% | -8.3% | -3.8% |
| 7D | -5.7% | +9.1% | -14.7% | -5.2% |
| 30D | -27.6% | +14.8% | -42.4% | -27.2% |
| 3M | -23.3% | +21.2% | -44.4% | -23.5% |
| 6M | -12.4% | +18.3% | -30.7% | -12.0% |
| YTD | +23.7% | +5.4% | +18.4% | +26.5% |
| 1Y | +26.2% | +8.3% | +17.9% | +27.9% |
| All | +26.2% | +8.7% | +17.4% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling