+279.1%
KLAC vs GE
+269.2%
+9.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.4% | -1.4% |
| 7D | +6.2% | -1.2% | +7.4% | +7.1% |
| 30D | -5.0% | -11.3% | +6.3% | +2.2% |
| 3M | -14.4% | -1.4% | -13.0% | -13.9% |
| 6M | +28.3% | +1.2% | +27.1% | +25.8% |
| YTD | +51.1% | +5.9% | +45.2% | +43.5% |
| 1Y | +100.4% | +18.4% | +82.0% | +77.3% |
| All | +279.1% | +269.2% | +9.8% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling