+113.7%
KLAC vs GWW
+31.2%
+82.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.9% |
| 7D | +5.7% | +1.4% | +4.3% | +5.1% |
| 30D | -3.6% | +3.3% | -6.9% | -5.1% |
| 3M | -12.8% | +2.9% | -15.7% | -13.9% |
| 6M | +26.1% | +15.8% | +10.3% | +17.7% |
| YTD | +53.3% | +32.0% | +21.3% | +37.3% |
| 1Y | +113.7% | +29.9% | +83.8% | +93.2% |
| All | +113.7% | +31.2% | +82.5% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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