+157,276.9%
KLAC vs GE
+2,981.6%
+154,295.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.7% |
| 7D | +5.7% | -1.6% | +7.3% | +6.7% |
| 30D | -3.6% | -11.6% | +7.9% | +2.8% |
| 3M | -12.8% | +3.0% | -15.8% | -14.4% |
| 6M | +26.1% | -0.5% | +26.6% | +25.4% |
| YTD | +53.3% | +9.7% | +43.6% | +44.4% |
| 1Y | +113.7% | +20.0% | +93.6% | +91.9% |
| 3Y | +274.9% | +275.8% | -1.0% | +80.8% |
| 5Y | +470.1% | +429.1% | +41.1% | +126.9% |
| 10Y | +2,997.0% | +151.2% | +2,845.8% | +1,472.5% |
| All | +157,276.9% | +2,981.6% | +154,295.3% | +19,966.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling