+129,057.7%
KLAC vs GE
+2,937.7%
+126,120.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.3% |
| 7D | +10.0% | +2.7% | +7.3% | +8.6% |
| 30D | -14.8% | +8.1% | -22.9% | -18.0% |
| 3M | -27.2% | -7.9% | -19.3% | -23.8% |
| 6M | -17.5% | +12.9% | -30.4% | -22.8% |
| YTD | +25.8% | +8.2% | +17.6% | +19.7% |
| 1Y | +31.8% | +9.7% | +22.1% | +24.4% |
| 3Y | +195.3% | +266.1% | -70.8% | +45.2% |
| 5Y | +285.9% | +407.4% | -121.4% | +58.0% |
| 10Y | +2,247.6% | +150.3% | +2,097.3% | +1,097.9% |
| All | +129,057.7% | +2,937.7% | +126,120.0% | +16,535.9% |
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 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