+154,995.9%
KLAC vs DUK
+2,557.6%
+152,438.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.0% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | -5.0% | +0.2% | -5.2% | -5.1% |
| 3M | -14.4% | -1.9% | -12.5% | -14.3% |
| 6M | +28.3% | -6.5% | +34.8% | +29.8% |
| YTD | +51.1% | +5.4% | +45.7% | +47.5% |
| 1Y | +100.4% | +3.6% | +96.8% | +96.1% |
| 3Y | +276.3% | +48.1% | +228.2% | +222.6% |
| 5Y | +452.1% | +39.6% | +412.5% | +376.9% |
| 10Y | +2,986.0% | +131.8% | +2,854.1% | +2,170.3% |
| All | +154,995.9% | +2,557.6% | +152,438.3% | +50,476.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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