+113.7%
KLAC vs GILD
+36.9%
+76.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.5% | +7.3% |
| 7D | +5.7% | +3.7% | +2.1% | +6.1% |
| 30D | -3.6% | +14.6% | -18.2% | -2.3% |
| 3M | -12.8% | +17.7% | -30.5% | -11.4% |
| 6M | +26.1% | +3.1% | +22.9% | +31.0% |
| YTD | +53.3% | +24.5% | +28.8% | +61.1% |
| 1Y | +113.7% | +37.4% | +76.3% | +130.4% |
| All | +113.7% | +36.9% | +76.7% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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