+113.7%
KLAC vs GE
+22.8%
+90.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.6% |
| 7D | +5.7% | -1.6% | +7.3% | +6.8% |
| 30D | -3.6% | -11.6% | +7.9% | +3.9% |
| 3M | -12.8% | +3.0% | -15.8% | -14.8% |
| 6M | +26.1% | -0.5% | +26.6% | +25.8% |
| YTD | +53.3% | +9.7% | +43.6% | +42.9% |
| 1Y | +113.7% | +20.0% | +93.6% | +93.1% |
| All | +113.7% | +22.8% | +90.8% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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