+26.2%
KLAC vs GE
+8.3%
+17.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.7% | -6.8% | -5.7% |
| 7D | -5.7% | +9.4% | -15.1% | -10.7% |
| 30D | -27.6% | +7.5% | -35.1% | -30.8% |
| 3M | -23.3% | -12.5% | -10.7% | -17.2% |
| 6M | -12.4% | +17.8% | -30.1% | -21.7% |
| YTD | +23.7% | +7.4% | +16.3% | +17.4% |
| 1Y | +26.2% | +8.9% | +17.3% | +22.6% |
| All | +26.2% | +8.3% | +17.9% | +22.6% |
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