+452.1%
KLAC vs GE
+422.6%
+29.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.5% |
| 3M | -14.4% | -1.4% | -13.0% | -13.9% |
| 6M | +28.3% | +1.2% | +27.1% | +25.6% |
| YTD | +51.1% | +5.9% | +45.2% | +43.2% |
| 1Y | +100.4% | +18.4% | +82.0% | +76.4% |
| 3Y | +276.3% | +271.0% | +5.4% | +51.4% |
| 5Y | +452.1% | +417.9% | +34.1% | +60.9% |
| All | +452.1% | +422.6% | +29.4% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling